Administrative Assistant - Investment Banking

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 proactively perform administrative duties to support mid-level / senior bankers including managing banker’s calendars, scheduling meetings, calls, arranging travel, processing expenses, and monitoring phases of deal processes. You will tap into your analytical skills by researching, compiling, and entering data to maintain accurate reporting.

To be successful in this role, you should be a curious, self-starter who is eager to take on new tasks and challenges, identify efficiency gaps and fulfill them. We take pride in nurturing the development and advancement of our associates, by offering training for growth opportunities within the AA role. This is a hybrid work opportunity.

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:

• 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.

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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.