Baird

Administrative Assistant - Investment Banking

Baird  •  United States (Onsite)  •  1 month ago
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Job Description

About the Role:

We are looking for a talented Administrative Assistant (AA) to support our Global Investment Banking team! Join us and find out why we have been a Fortune Best Place to Work for since 2004!

As an Administrative Assistant (AA), you will provide proactive administrative and hospitality support to mid‑ and senior‑level Global Investment Banking professionals. In addition to managing calendars, meetings, travel, and expenses, you will play a key role in delivering a polished, welcoming, and seamless in‑office experience for bankers, clients, and visitors.

To be successful in this role, you should be a curious, service‑oriented self‑starter who enjoys anticipating needs, supporting high‑touch interactions, and contributing to a professional, client‑ready environment. We take pride in developing our Administrative Assistants through training and growth opportunities within the role.

This position offers flexibility to work Tuesday, Wednesday and Thursday in the Charlotte office and Monday and Friday remote.

The Impact You’ll Make:

  • Support a team of mid / senior level bankers assisting with project focused tasks.

  • Manage and coordinate various calendars and synchronizing schedules for team calls, meetings, and small events.

  • Build relationships with bankers and peers through collaborative efforts and teamwork.

  • Arranging domestic and international travel and become knowledgeable on Travel policies, procedures, and changes.

  • Preparing, processing, submitting, and tracking expenses; become knowledgeable on Expense policies, procedures, and changes.

  • Coordinate with the Conference Center team to reserve conference rooms and catering for internal meeting.

  • Backup support to Administrative Assistants / Executive Assistant in their absence including receptionist desk, hospitality, etc.

  • Assist in office duties i.e., replenishing office refreshments and supplies, catering, preparing shipping, safety officer, (building management contact for remote office), etc.

  • Represent Baird in a professional manner and thoughtful demeanor both internally and externally with clients, bankers, and peers.

  • Contribute to a high‑quality client and banker experience by ensuring meetings, events, and office interactions run seamlessly.

What You’ll Bring to Baird:

  • High school diploma or education equivalent required

  • 1+ years of Administrative Assistant experience preferably in the financial industry

  • Comfort balancing administrative responsibilities with hospitality and front‑of‑house support as needed

  • Strong verbal, written and interpersonal communication skills

  • Detail orientated, acute attention to detail

  • Effective time management and organizational skills with ability to prioritize various tasks

  • Practice critical thinking and problem-solving skills

  • Proficient / Advance Microsoft Office

  • Concur Travel / Expense system (preferred)

  • CRM systems (Salesforce preferred)

Compensation and Benefits:

  • Hourly rate of $28.25-38.50, based on a 37.5 hour work week

  • Bonus potential up to 8.5% of base pay

  • Compensation and bonus are commensurate with experience, performance and/or firm profitability

  • You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

#LI-RE1

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Baird

About Baird

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.

Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.

We manage or oversee more than $525 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.

For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.

For more information, please visit https://www.rwbaird.com/bairddifference/.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Milwaukee, WI
Year Founded
1919
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