{"id":1760751,"url":"https://alion.io/job/rwbaird-corporate-branch-operations-assistant","title":"Branch Operations Assistant","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":9,"ghost_share":0,"stale_share":0.444,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Durango, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":29000,"max_usd":64000,"period":"year","method":"role_country_seniority_unknown","sample_n":11684},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-21T00:00:00Z","employer_posted_date":"2026-09-21","last_verified_at":"2026-10-27T04:52:20Z","board_verified":true,"closed_at":null,"days_open":36,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":36},"description":"About the Role:\nBe responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill.\nThe Impact You’ll Make:\nGreets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed \nAnswer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams \nAssist the Social Media strategy for the branch, including LinkedIn, Website, X, etc. \nSeek ways to enhance internal operations for the branch that provide FA(s) business effectiveness and marketability \nProcess daily check deposits\nMaintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of assisting our teams in implementing well-defined client service models \nCollaborate with branch leadership to orchestra student worker and summer intern duties \nProcess daily check deposits \nMaintain knowledge or compliance policies for internal associate inquiries \nPlan, coordinate and arrange for vendor luncheons, etc. Set up and maintain conference rooms, office supplies, and restocking \nSort, process and route incoming and outgoing mail \nCopy, fax, and file various materials as needed \nLog Compliance files. File paperwork such as wires and branch manager daily reports \nPerform other duties as assigned \nWhat You’ll Bring to Baird:\nHigh school diploma required. Associate’s or Bachelor’s degree preferred, not required \n1+ years previous customer service or administrative experience; preferably in the financial services industry \nStrong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred \nExcellent verbal communication skills; excellent telephone and client service skills \nDetail oriented. Critical thinking and proactive problem solving skills \nGood analytical skills with ability to perform semi-advanced math \nAbility to work independently with minimal supervision; ability to be flexible \nAbility to handle clients professionally and manage challenging situations \nProficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.). Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner \nCompensation and Benefits:\n$18.62 - $24.42 hourly rate\nBonus potential up to 8.5% of base pay \nCompensation and bonus are commensurate with experience, performance and/or firm profitability \nCheck out our Total Rewards at Baird, which is a summary of our benefits and compensation \nBaird 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.","description_format":"text","description_chars":3598,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Marine & Ocean Engineering"],"lifecycle":[{"event":"open","at":"2026-10-03T12:37:42Z"}],"visa":[],"liveness":{"score":51,"band":"ok","label":"Likely open","p_open":1,"p_active":0.678,"p_room":0.75,"age_days":36,"expected_fill_days":41,"reasons":["conf:0","velocity","win:late","comp:brand"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/rwbaird-corporate-branch-operations-assistant","json_url":"https://alion.io/job/rwbaird-corporate-branch-operations-assistant.json","meta":{"generated_at":"2026-10-27T17:25:31Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7047,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1756216},"rest":"https://alion.io/mcp/rest/get_company?id=1756216"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Frwbaird-corporate-branch-operations-assistant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Frwbaird-corporate-branch-operations-assistant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Frwbaird-corporate-branch-operations-assistant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/rwbaird-corporate-branch-operations-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Frwbaird-corporate-branch-operations-assistant"}]}