Branch Operations Assistant

Baird; Greensburg (Westmoreland County); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

Baird is seeking an organized administrative professional for its Greensburg, PA branch to handle client service and marketing functions within a wealth management framework. The role requires strong communication skills and the ability to support advisors, manage CRM, and coordinate branch operations.

Responsibilities include supporting social media efforts, streamlining internal processes, and handling deposits and office logistics.

Qualifikationen

• 1+ years customer service or administrative experience; preferably in financial services.
• Strong communication and client service skills.
• Proficient with Microsoft Office; comfortable with new tools incl. AI-enabled solutions.
• Detail oriented with analytical and problem-solving abilities.
• Ability to work independently and handle challenging client situations.
• Ability to lift up to 25 pounds for office tasks.

Aufgaben

• Serve as liaison between financial advisors and PWM support teams.
• Assist social media strategy for the branch (LinkedIn, Website, X).
• Enhance internal operations for adviser effectiveness and marketability.
• Maintain CRM system and manage client communications and reporting.
• Coordinate student workers and interns with branch leadership.
• Process daily check deposits and vendor/office logistics.
• Maintain compliance knowledge for internal inquiries.
• Log weekly switchboard calls and handle mail/faxes/files as needed.
• Support open hours by scheduling rooms and restocking supplies.
• Perform other duties as assigned.

Kenntnisse

Verbal communication

Telephone skills

Client service

Detail oriented

Critical thinking

Problem solving

Analytical skills

Independent work

Handling challenging clients

Tech aptitude incl. AI tools

Microsoft Office

CRM / Wealth mgmt tools

Ausbildung

High school diploma

Associate's degree

Bachelor's degree

Tools

Microsoft Office

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Jobbeschreibung

About The Role

Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.

Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.

The Impact You’ll Make

• Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams
• Assist the Social Media strategy for the branch, including LinkedIn, Website, X, etc.
• Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of assisting our teams in implementing well-defined client service models
• Collaborate with branch leadership to orchestrate student worker and summer intern duties
• Process daily check deposits
• Maintain knowledge or compliance policies for internal associate inquiries
• Maintain schedule of Broker of the Day call log on a quarterly basis for all incoming switchboard inquiries
• Plan, coordinate and arrange for vendor luncheons, etc. Set up and maintain conference rooms, office supplies, and restocking
• Sort, process and route incoming and outgoing mailCopy, fax, and file various materials as needed
• Log Compliance files. File paperwork such as wires and branch manager daily reports
• Perform other duties as assigned

What You’ll Bring To Baird

• High school diploma required. Associate's or Bachelor's degree preferred, not required
• 1+ years previous customer service or administrative experience; preferably in the financial services industry
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
• Excellent verbal communication skills; excellent telephone and client service skills
• Detail oriented. Critical thinking and proactive problem solving skills
• Good analytical skills with ability to perform semi-advanced math
• Ability to work independently with minimal supervision; ability to be flexible
• Ability to handle clients professionally and manage challenging situations
• Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner
• Ability to lift, move, and transport items up to approximately 25 pounds as needed to support office operations, client events, and team activities.