Investment Banking - Milwaukee
Join our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development.
The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols.
As an Executive Assistant, you will be:
Managing and coordinating various calendars and synchronizing conflicting schedules for team calls, meetings, and events
Coordinating with the Conference Center team to reserve conference rooms and catering for internal and external meetings / events, catering, locations, vendors, etc.
Arranging domestic and international travel including preparing personalized itineraries; staying current and knowledgeable on all Travel policies, procedures, and changes
Preparing, processing, submitting, and tracking expenses for designated bankers; staying current and knowledgeable on all Travel policies, procedures, and changes
Supporting business development and client activity for senior bankers including meeting scheduling, creating and sending NDAs, supporting logistics for industry events, and assisting with deal management throughout the process
Focusing on building strong relationships with bankers and peers through collaborative efforts and teamwork
Maintain data integrity with accurate Salesforce entries and continuous data clean ups
Working with Mailroom staff to organize and prepare packages for overnight shipping
Covering for other assistants in their absence
Representing Baird in a professional manner both internally and externally through telephone and in-person contact with clients. Provide general organizational assistance and various other duties as assigned.
What makes this opportunity great:
Opportunities to work alongside the best in the business, building a compelling career.
An energetic environment that fosters professional growth and development.
A team of associates who are passionate about achieving great results for clients and giving back to the community.
A unique culture that values diverse backgrounds and perspectives, while emphasizing teamwork and partnership.
What we look for:
High school diploma or education equivalent required
5+ years of proven administrative experience preferably in the financial environment
Coordinate complex calendars and manage varying schedules for multiple bankers
Detail orientated; strong organizational skills with ability to prioritize various tasks simultaneously
Must be a proactive, “quick on your feet”, self-starter with excellent problem-solving skills
Work independently with speed and accuracy
Professional demeanor with strong oral and written communication skills
Proficient with Microsoft Office products, and Concur Travel / Expense system preferred
Experience using CRM systems, preferably Salesforce
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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. .