Executive Assistant - Administrative Resource Center (ARC)

Milwaukee - 14, United States

Baird

Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate,...

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Executive Assistant – Administrative Resource Center (ARC)

We are on the lookout for a driven Executive Assistant to join our Global Investment Banking team. While this position includes typical administrative duties—such as assisting Junior Bankers with expenses, managing calendars, scheduling meetings, monitoring projects, and conducting data research—it also encompasses more advanced responsibilities. You'll be managing client relationships, supporting marketing efforts, and streamlining workflows for multimillion-dollar transactions. This role offers valuable experience within the ARC (Administrative Resource Center) and is a fully remote opportunity.

At Baird, we value commitment and dedication. We provide high-touch mentoring, a wealth of learning and development resources, and pathways for long-term career growth. Find out why Baird has been recognized as a Fortune Best Place to Work since 2004!

As an Executive Assistant, ARC you will:

  • Deal Support: Support Junior Bankers (Analysts and Associates) with project-focused tasks and workflow optimization for active M&A and capital markets transactions.

  • Process Optimization: Maintain and ensure data integrity for client tracking and deal pipeline management.

  • Travel Coordination: Orchestrate complex domestic and international travel for junior bankers, including last-minute changes during active negotiations.

  • Financial Administration: Process and track expense reports with strict Compliance oversight and manage deal-related expenses.

  • Cross-Functional Liaison: Partner with IT, HR, Compliance, and Operations teams to resolve issues.

  • Event Coordination: Coordinate internal and external meetings and conferences by working closely with our events team.

  • Team Coverage: Provide seamless backup support ensuring zero disruption to workflows during colleague absences.

What makes this opportunity great:

  • We promote a supportive work culture that empowers associates to excel and find fulfillment.

  • Personal and professional development is a core value, driving our success through growth initiatives.

  • Mentorship programs and collaborative communities help team members thrive and contribute to collective achievements.

  • We create a workplace where innovation flourishes, valuing each individual and fostering a sense of belonging and purpose.

What we look for:

Education and Experience:

  • High school diploma or equivalent required.

  • 3+ years of administrative experience, preferably in financial services.

  • 3+ years of hybrid or remote work experience with demonstrated success in virtual collaboration.

Essential Skills:

  • Core Competencies: Adaptability, attention to detail, critical thinking, resourcefulness, organization, problem-solving, and teamwork.

  • Discretion & Judgment: Impeccable handling of confidential information, sensitive materials, and client data.

  • Communication Excellence: Excellent written and verbal skills with the ability to draft easily digestible and efficient communications.

  • Growth Orientation: Demonstrated learning agility with the ability to quickly grasp new systems, processes, and tools, in a dynamic, goal-driven environment.

  • Strong Technology Skills:

    • Proficiency in Microsoft 365 suite (Outlook, Teams, SharePoint, Excel, OneDrive), including experience with Copilot for task optimization, such as automating repetitive tasks and improving workflow efficiency.

    • Experience with CRM systems (Salesforce preferred).

    • Familiarity with travel systems (Concur preferred) and analytics platforms (Engage Analytics preferred).

    • Experience with AI technologies (such as Copilot, Chat GPT, etc.) is a plus.

Compensation Information:

  • $60-80k base salary, non-exempt, hourly role.

  • Bonus potential of up to 8.5% of base salary with upward potential as experience increases with the team

*Compensation and bonus are commensurate with experience, performance, and/or Global Investment Banking profitability.

Additional Benefits:

In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and unique benefits. Learn more about Baird’s unique additional benefits here.

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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.

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* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰

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Tags: Banking ChatGPT Copilot Excel GPT Research Salesforce SharePoint

Perks/benefits: Career development Competitive pay Conferences Health care Team events

Regions: Remote/Anywhere North America
Country: United States

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