Baird

1 month ago

Executive Assistant - Investment Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Support senior bankers in a fast-paced investment banking environment by managing complex calendars across time zones, coordinating internal and external meetings, and arranging domestic and international travel. Oversee deal processes, maintain data integrity in Salesforce, handle NDAs and vendor relations, and assist with business development. A proactive, highly organized communicator with confidential, client-focused professionalism.

Location: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Manage complex calendars, coordinate meetings, and resolve scheduling conflicts across teams and time zones.
•Own the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendors.
•Plan travel itineraries domestically and internationally, staying up-to-date on travel policies.
•Handle expense management with precision and timely submission for designated bankers.
•Support business development by coordinating client meetings, managing NDAs, assisting with industry events, and aiding deal execution.

Travel: Medium travel

Pay and Benefits

Salary: 60,000 - 90,000 annually

Key Requirements

•Minimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environment.
•Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
•Experience with travel and expense systems (e.g., Concur) preferred.
•Familiarity with CRM platforms such as Salesforce is a plus.
•Strong written and verbal communication skills with a professional and client-focused demeanor.

Experience:5+ yearsFinancial servicesInvestment bankingProfessional services

Education:High School

Skills:OrganizationCommunicationProblem-solvingClient serviceTeamwork

Tech Stack:Microsoft OfficeSalesforceConcurCopilotChatGPT

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

1 month ago

Executive Assistant - Investment Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Key Responsibilities

•Manage complex calendars, coordinate meetings, and resolve scheduling conflicts across teams and time zones.
•Own the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendors.
•Plan travel itineraries domestically and internationally, staying up-to-date on travel policies.
•Handle expense management with precision and timely submission for designated bankers.
•Support business development by coordinating client meetings, managing NDAs, assisting with industry events, and aiding deal execution.

Travel: Medium travel

Pay and Benefits

Salary: 60,000 - 90,000 annually

Key Requirements

•Minimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environment.
•Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
•Experience with travel and expense systems (e.g., Concur) preferred.
•Familiarity with CRM platforms such as Salesforce is a plus.
•Strong written and verbal communication skills with a professional and client-focused demeanor.

Experience:5+ yearsFinancial servicesInvestment bankingProfessional services

Education:High School

Skills:OrganizationCommunicationProblem-solvingClient serviceTeamwork

Tech Stack:Microsoft OfficeSalesforceConcurCopilotChatGPT

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn