Portfolio Manager Specialist – Executive Assistant
| Company | Baird |
|---|---|
| Location | Milwaukee, WI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree preferred.
- 5+ years of administrative experience preferably with executive level.
- Experience working at a professional services and/or investments-related firm preferred.
- Ability to handle highly confidential information is essential.
- Advanced level proficiency and comfort with Microsoft Outlook, Word, Excel, PowerPoint.
- Comfort with and practice using virtual technology of all kinds including Zoom, MS Teams, Webex, etc. with ability to triage simple technical issues as needed.
- Superior verbal and written communication skills, with a professional, courteous, and positive attitude.
- Exceptional organizational skills and attention to detail.
- Problem solving and analytical skills with a desire for continual learning and process improvement.
- Proactive approach and strong follow-up are very important.
- Ability to work independently in a rapid paced environment with minimal supervision.
- Ability to tolerate peak workloads and multiple assignments, while producing results with accuracy and reliability.
- Ability to demonstrate a calm demeanor and retain composure in stressful situations.
- Strong commitment to providing exceptional customer service.
- Willingness to work extended hours and attend corporate sponsored functions as required.
- Series 7 licensed or willingness to complete required licensing within a year of start date.
Responsibilities
- Perform advanced and proactive administrative duties in support of the Baird Advisors team and specifically the Senior Leadership Team.
- Assist with scheduling and preparation of client meetings, including coordinating schedules, securing meeting rooms, and making all other necessary arrangements.
- Monitor team emails throughout the day, flagging urgent items that require immediate attention.
- Manage complex travel arrangements and accommodations including preparing and reviewing itineraries and handling changes without advanced notice.
- Prepare and submit expense reports.
- Provide phone coverage across the team as needed.
- Act as main liaison with external community partners to coordinate schedules, arrange meetings, and potentially organize events in the Baird Conference Center or at off-site locations.
- Plan and execute internal team building events.
- Fully leverage technology to find the most efficient and effective way to complete work.
- Deliver exceptional client service and build strong client relationships.
- Maintain the upmost confidentiality of all matters of the department and Baird.
- Perform various other duties as assigned.
Preferred Qualifications
- Bachelor’s degree preferred.
- Experience working at a professional services and/or investments-related firm preferred.