Executive Assistant - Investment Banking

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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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.