We are seeking a talented and motivated individual to join the IRA team to perform advanced functions necessary to acquire, distribute and maintain IRA and Qualified Retirement Plan assets. The Specialist performs a wide variety of tasks and needs to be self-motivated and work independently.. As an Account Transactions Specialist, you will:. Handles various advanced stages of the IRA/retirement function. Enters data for periodic distribution payments, tax withholding and cash and stock movements. Assists supervisor and others as requested. Reviews transaction requests for completeness of docum... view job details
The Accounts Payable Rep is responsible for processing various types of accounts payable transactions including data entry of vendor invoices and employee expense reimbursements. This position is also responsible for responding to vendor inquiries and interacting with internal and external customers in responding to inquiries or report requests. As an Accounts Payable Representative, you will:. Day-to-day: Review all invoices for appropriate documentation and approval prior to payment. Codes invoices to accounts and cost centers by analyzing invoice/expense reports. Enter invoices into PeopleS... view job details
We are seeking an organized professional to provide administrative support for a team of Investment Bankers!. As an Administrative Assistant III, you will:. Provide phone support to the team. Be helpful/courteous/professional to all callers. Know when it is appropriate/important to pull team members from meetings,. Interrupt team members, or track them down for important callers/visitors. Represent Baird in a professional manner both internally and externally through telephone and in-person contact. Addressing inquiries will require knowledge of the department's overall function, policies, pro... view job details
Are you a natural investigator who enjoys digging into details and problem solving? Incorporate your passion into your career! We have a new opportunity to join AML Compliance as an Analyst. We are looking for a team member with strong analytical ability, critical thinking, and problem-solving skills for this role. The Anti-Money Laundering (“AML”) Compliance Analyst will work to ensure the implementation of the firm’s AML Program. The AML Compliance Analyst will identify, investigate, and resolve potential money laundering, fraud, and other suspicious activity. The position requires interacti... view job details
Baird’s Equity Asset Management business has experienced strong growth with assets under management climbing to $6B from $1B in the past five years. Growth is expected to continue given the addition of new products, new teams and an increased distribution platform. Today, the business offers a Specialized Asset Management service to high net worth investors and six institutional products – Mid Cap Growth, Small/Mid Growth, Small Cap Value, Small/Mid Value, International and Global.. We are seeking a high-performing individual to proactively monitor operational processes and policies to ensure ... view job details
We are seeking a talented and motivated individual to join our Municipal Underwriting desk as an Assistant Municipal Underwriter. The successful candidate will support all functions of the institutional municipal underwriting desk – a top 5 national underwriter - including but not limited to primary negotiated offerings, primary competitive offerings, and operational tasks including ticketing of deals with respect to the desks day-to-day functions. The candidate will play an integral role in communicating with Baird’s Fixed Income Institutional Sales force as well as Baird’s Public Finance Dep... view job details
Baird’s fixed income investment management team manages over $85 billion for institutional clients and high-net-worth individuals. The highly experienced Baird Advisors team has a national reputation as a highly regarded fixed income asset manager with a long-term track record of consistently adding value to the firm. The group offers ten fixed income mutual funds through the Baird Funds family to provide its disciplined portfolio management approach to a wide client base. The Baird Advisors Business Analyst is a critical role requiring a skill set and aptitude to handle a broad set of respons... view job details
Do you have a passion for technology and providing outstanding client service? Then consider the Baird On-Line Representative within Baird's fun, energetic IT Client Services team!. We are looking for an energetic individual that has a passion for technology, financial service experience, and the ability to deliver outstanding client service to join our team! The Baird Online Representative will be responsible for providing level one client support by taking calls, answering email, opening/assigning tickets and answering support related questions. This position serves as the centralized entry ... view job details
Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and completes special projects. In addition, you will act as a branch marketing liaison and Financial Advisor (FA) recruiting resource. The BAM may be responsible for compliance oversight delegated by the Branch Manager via the Branch Office Manager’s Letter of Delegation.... view job details
Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and completes special projects. In addition, you will act as a branch marketing liaison and Financial Advisor (FA) recruiting resource. The BAM may be responsible for compliance oversight delegated by the Branch Manager via the Branch Office Manager’s Letter of Delegation.... view job details