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Administrative Assistant - Investment Banking

Work from home Full-time role Hiring

Baird is a leading firm in investment banking, recognized as a Fortune Best Place to Work since 2004. They are seeking an Administrative Assistant to support their Global Investment Banking team by managing schedules, coordinating travel, and ensuring a professional environment for clients and bankers.

Responsibilities

  • 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

Skills

  • 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
  • CRM systems (Salesforce preferred)

Benefits

  • Bonus potential up to 8.5% of base pay
  • Comprehensive benefits designed for your life, career and future.

Company Overview

  • Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. It was founded in 1919, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is http://www.rwbaird.com.
  • Company H1B Sponsorship

  • Baird has a track record of offering H1B sponsorships, with 2 in 2026, 10 in 2025, 13 in 2024, 6 in 2023, 11 in 2022, 4 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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