Baird

Executive Assistant – Investment Banking

Baird

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • Illinois • Wisconsin • United States

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Salary

💰 $60,000 - $90,000 per year

About the role

  • Support the team in administrative tasks, client relations, marketing, and talent development
  • Manage calendars, arrange meetings, handle travel arrangements, and oversee deal processes
  • Be the organizational backbone by managing complex calendars, coordinating meetings, and resolving 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 seamless travel experiences—domestic and international—by creating personalized itineraries and staying up-to-date on travel policies
  • Handle expense management with precision, ensuring timely submission and tracking for designated bankers
  • Support business development efforts by coordinating client meetings, managing NDAs, assisting with industry events, and helping with deal execution
  • Build strong relationships with bankers and peers through collaboration, responsiveness, and a team-first mindset
  • Maintain data integrity in Salesforce through accurate entries and regular cleanups
  • Coordinate shipping logistics with the Mailroom team for timely delivery of important materials
  • Provide coverage for other assistants during absences, ensuring continuity and support
  • Represent Baird professionally in all client interactions, both in-person and over the phone.

Requirements

  • High school diploma or equivalent required; college coursework or degree a plus
  • Minimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environment
  • Proven ability to manage complex calendars and coordinate schedules across multiple stakeholders
  • Exceptionally organized and detail-oriented, with the ability to prioritize and multitask effectively
  • A proactive, resourceful self-starter who thrives on solving problems and anticipating needs
  • Strong written and verbal communication skills with a professional and client-focused demeanor
  • Comfortable working independently while maintaining high levels of accuracy and efficiency
  • 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
  • Exposure to AI tools (e.g., Copilot, ChatGPT) is a bonus and reflects our forward-thinking environment.
Benefits
  • tailored mentorship
  • learning resources
  • clear career paths
  • flexibility to work in-office and remotely
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
administrative experiencecalendar managementscheduling coordinationexpense managementdata integritytravel planningclient relationsmarketing supportproblem-solvingmultitasking
Soft Skills
organizational skillsdetail-orientedproactiveresourcefulstrong communication skillsclient-focusedindependent workcollaborationresponsivenessteam-first mindset
Certifications
high school diplomacollege courseworkdegree