Operations Assistant (Appleton, WI)
As an Operations Assistant, you will:
This professional is responsible for providing a high level of support and service in meeting the day-to-day operational, marketing and client service needs of one or more Financial Advisors. They will also work with other associates to meet the client service and operational needs of the branch at large when needed. This position requires a polished professional with superior communication, customer service and organizational skills. This associate will align their efforts to drive the success of their team.
- Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner.
- Answer inquiries from clients, prospective clients, and business associates.
- Collaborate with internal Marketing Specialists to provide further ongoing guidance to the team in support and development of advancing their marketing plan.
- Plan, coordinate and arrange for client luncheons, meetings, events, etc. at the direction of the Financial Advisor(s). Sets up conference calls.
- Assist with the social media strategy for the team, including LinkedIn, FA Websites, Twitter. Along with maintaining frequent content posting. Prepare and present contact to team.
- See ways to enhance FA(s) business effectiveness and marketability.
- Track, review, and submit Financial Advisors expenses.
- Oversee client mailings, sponsorships, and advertising initiatives for the team. Track client gifts and supply inventory.
- Initiates and completes transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment.
- Will assist with special projects, as necessary.
- Performs other duties as assigned.
What makes this opportunity great:
- Opportunity to gain experience in Private Wealth Management within a branch setting.
- Ability to learn from a team of associates passionate about achieving great results.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
What we look for:
- High School diploma required. Associate’s degree or Bachelor’s degree preferred.
- Minimum of 1 or 2 year’s previous customer service or administrative experience; preferably in the financial services industry.
- Excellent verbal communication skills; excellent telephone and client service skills.
- Ability to work independently with minimal supervision; ability to be flexible.
- Ability to handle clients professionally and manage challenging situations.
- Working knowledge of MSOffice; Word, Excel, Outlook.
- Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team.
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.