Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $15.00 - $19.75
Work Schedule
Standard Hours
Benefits
Health Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional development opportunities
Diversity and inclusion initiatives
Employee assistance program
Job Description
Baird is a leading financial services firm known for its commitment to exceptional client service, integrity, and a collaborative work environment. With a rich history and a strong presence in the industry, Baird provides a wide range of financial advisory, investment, and related services that empower individuals and businesses to achieve their financial goals. The company fosters a culture that values diversity, inclusion, and professional growth, ensuring that employees are supported and encouraged to excel in their roles. As part of this vibrant organization, every team member plays a critical role in upholding the firm's reputation for excellence and client... Show More
Job Requirements
- High school diploma
- prior receptionist experience preferred
- 1+ years of previous customer service or administrative experience preferably in the financial services industry
- excellent oral communication skills
- excellent telephone and customer 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 MS Office including Word, Excel, and Outlook
- good organizational skills with the ability to prioritize, monitor, and complete multiple tasks either independently or with a team
Job Qualifications
- High school diploma
- prior receptionist experience preferred
- 1+ years of previous customer service or administrative experience preferably in the financial services industry
- excellent oral communication skills
- excellent telephone and customer 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 MS Office including Word, Excel, and Outlook
- good organizational skills with the ability to prioritize, monitor, and complete multiple tasks either independently or with a team
Job Duties
- Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner
- providing information, directions or assistance as needed
- answers phone calls coming into the branch through a switchboard and routes calls to their appropriate destination
- plan, coordinate and arrange for vendor luncheons, client meetings, etc
- sets up conference calls
- ensures the proper delivery of all delivered items received at the switchboard/reception desks
- validates parking tickets for all visitors
- sort, process and route incoming and outgoing mail
- performs miscellaneous clerical functions, such as mailings, and assists with projects for departments as needed
- may include word processing
- copy, fax, and file various materials as needed
- order office supplies and call in repair requests for copier, printers, and fax machines
- schedules/monitors the use of conference rooms for financial advisors and other internal associates
- maintains a clean and presentable area in which to greet clients, both internal and external
- issue outgoing checks for the branch
- performs daily deposit of checks received into the branch by mail, overnight delivery or delivered directly by the client, ensuring accuracy and safe-handling
- performs other duties as assigned
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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