Branch Operations Assistant

Baird Careers; Seattle (WA); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Bonus potential up to 8.5%

Total Rewards at Baird

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Operations Assistant in Seattle to oversee client service operations and support branch activities.

The role emphasizes excellent communication, multitasking, and a client-first approach in a wealth management setting. The position requires a high school diploma and 1+ years in customer service or administration, with a strong tech aptitude and the ability to learn private wealth platforms.

Qualifications

• Minimum high school diploma; advanced degrees preferred but not required.
• 1+ years of customer service or administrative experience in financial services.
• Strong tech aptitude and willingness to adopt AI-enabled tools.
• Excellent verbal communication and client service skills.
• Detail oriented with strong analytical and problem-solving abilities.
• Able to work independently with minimal supervision and adapt to changing priorities.
• Proficient with Microsoft Office and willing to learn Wealth Management platforms.

Responsibilities

• Serve as the branch liaison between advisors and PWM support teams.
• Answer inquiries from internal associates and business partners professionally.
• Assist branch social media strategy and outreach.
• Improve branch operations to support advisor effectiveness.
• Process daily check deposits.
• Coordinate branch luncheons and maintain conference rooms.
• Sort mail, copy, fax, file materials; manage supplies.
• Handle client interactions with professionalism and resolve issues.

Skills

Customer service

Communication skills

Organizational skills

Problem solving

Analytical skills

Independent work

Microsoft Office

AI-enabled tools

Education

High school diploma

Associate’s degree preferred

Bachelor’s degree preferred

Tools

Microsoft Office

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

Liquid Office

Job description

About the Role:

Be responsible for the client service operations functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service and compliance requirements. This highly visible position requires a polished professional with superior communication, customer service, and organizational skills. The Branch Operations Assistant is responsible for facilitating an exceptional client experience for in-person visitors and those calling the branch phone line.

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.
• Seek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability
• Process daily check deposits
• Maintain knowledge of compliance policies for internal associate inquiries
• Coordinate and arrange for branch luncheons, etc. Set up and maintain conference rooms, office supplies, and restocking
• Sort, process and route incoming and outgoing mail
• Copy, fax, and file various materials as needed
• Perform other duties and special projects as needed

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

Compensation and Benefits:

• $22.52 - $29.54 hourly rate
• Bonus potential up to 8.5% of base pay
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
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• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation