Job Type: Part time
As a Student Worker, you will:Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade correctionsAssist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handlingPrepare for client meetings and presentationsCreate quarterly performance reports and distribute to clientsConduct cost basis researchPerform additional duties and assist with projects as assignedWhat makes this opportunity great:Gain first-hand experience into the day in the life of a successful Financial Advisor and their teamWhat we look for:Excellent customer service skills and exceptional telephone etiquetteDemonstrates a high level of professionalism and positive attitudeAn interest in financial services and developing a career in wealth managementPrior office experience in a corporate or university setting preferredExperience with the Microsoft Office package#DI#LI-PWM5Baird 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.