Unknown Company

Executive Assistant - Investment Banking

charlotte, nc • Posted 5 days ago
Remote Full Time General

Executive AssistantJoin our Global Investment Banking team as an Executive Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development.The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes.

Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided.

The Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols.This position offers flexibility to work Tuesday, Wednesday and Thursday in the office and Monday and Friday remote. Subject to change based on business needs.The Impact You'll Make:Be the organizational backbone by managing complex calendars, coordinating meetings, and resolving scheduling conflicts across teams and time zonesOwn the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendorsPlan seamless travel experiences—domestic and international—by creating personalized itineraries and staying up-to-date on travel policiesHandle expense management with precision, ensuring timely submission and tracking for designated bankersSupport business development efforts by coordinating client meetings, managing NDAs, assisting with industry events, and helping with deal executionBuild strong relationships with bankers and peers through collaboration, responsiveness, and a team-first mindsetMaintain data integrity in Salesforce through accurate entries and regular cleanupsCoordinate shipping logistics with the Mailroom team for timely delivery of important materialsProvide coverage for other assistants during absences, ensuring continuity and supportRepresent Baird professionally in all client interactions, both in-person and over the phoneA passion for organization and problem-solvingStrong communication skills and a client-service mindsetAbility to thrive in a collaborative, high-performance cultureExperience in a fast-paced, professional services environment is a plusWhat You'll Bring to Baird:High school diploma or equivalent required; college coursework or degree a plusMinimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environmentProven ability to manage complex calendars and coordinate schedules across multiple stakeholdersExceptionally organized and detail-oriented, with the ability to prioritize and multitask effectivelyA proactive, resourceful self-starter who thrives on solving problems and anticipating needsStrong written and verbal communication skills with a professional and client-focused demeanorComfortable working independently while maintaining high levels of accuracy and efficiencyProficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)Experience with travel and expense systems (eg, Concur) preferredFamiliarity with CRM platforms such as Salesforce is a plusExposure to AI tools (eg, Copilot, ChatGPT) is a bonus and reflects our forward-thinking environmentCompensation and Benefits:$60,000-90,000; paid hourly, based on a 37.5 hour work weekYou'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and futureCheck out a day in the life of an Administrative Professional at Baird!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.

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