Administrative Assistant – Investment Banking

  • Anywhere

Robert W. Baird & Co. Incorporated

About the Role: We are looking for a talented Administrative Assistant (AA) to support our Global Investment Banking team! Join us and find out why we have been a Fortune Best Place to Work for since 2004! As an Administrative Assistant (AA), you will provide proactive administrative and hospitality support to mid‑ and senior‑level Global Investment Banking professionals. In addition to managing calendars, meetings, travel, and expenses, you will play a key role in delivering a polished, welcoming, and seamless in‑office experience for bankers, clients, and visitors. To be successful in this role, you should be a curious, service‑oriented self‑starter who enjoys anticipating needs, supporting high‑touch interactions, and contributing to a professional, client‑ready environment. We take pride in developing our Administrative Assistants through training and growth opportunities within the role. This position offers flexibility to work Tuesday, Wednesday and Thursday in the Charlotte office and Monday and Friday remote. The Impact You’ll Make: Support a team of mid / senior level bankers assisting with project focused tasks. Manage and coordinate various calendars and synchronizing schedules for team calls, meetings, and small events. Build relationships with bankers and peers through collaborative efforts and teamwork. Arranging domestic and international travel and become knowledgeable on Travel policies, procedures, and changes. Preparing, processing, submitting, and tracking expenses; become knowledgeable on Expense policies, procedures, and changes. Coordinate with the Conference Center team to reserve conference rooms and catering for internal meeting. Backup support to Administrative Assistants / Executive Assistant in their absence including receptionist desk, hospitality, etc. Assist in office duties i.e., replenishing office refreshments and supplies, catering, preparing shipping, safety officer, (building management contact for remote office), etc. Represent Baird in a professional manner and thoughtful demeanor both internally and externally with clients, bankers, and peers. Contribute to a high‑quality client and banker experience by ensuring meetings, events, and office interactions run seamlessly. What You’ll Bring to Baird: High school diploma or education equivalent required 1+ years of Administrative Assistant experience preferably in the financial industry Comfort balancing administrative responsibilities with hospitality and front‑of‑house support as needed Strong verbal, written and interpersonal communication skills Detail orientated, acute attention to detail Effective time management and organizational skills with ability to prioritize various tasks Practice critical thinking and problem-solving skills Proficient / Advance Microsoft Office Concur Travel / Expense system (preferred) CRM systems (Salesforce preferred) Compensation and Benefits: Hourly rate of $28.25-38.50, based on a 37.5 hour work week Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #LI-RE1 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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