Baird · 17 hours ago
Part-Time Receptionist
Baird is a financial services company, and they are seeking a Part-Time Receptionist to be the first point of contact for clients, vendors, and prospects. The role involves managing incoming calls, coordinating meetings, and ensuring a professional reception area to enhance the client experience.
Financial Services
Responsibilities
Greets and directs incoming clients, visitors and business associates in a helpful, professional and pleasant manner; providing information, directions or assistance as needed
Answers phone calls coming into the branch through a switchboard and routes calls to their appropriate destination
Plan, coordinate and arrange for vendor luncheons, client meetings, etc. Sets up conference calls
Ensures the proper delivery of all delivered items received at the switchboard/reception desks
Validates parking tickets for all visitors
Sort, process and route incoming and outgoing mail
Performs miscellaneous clerical functions, such as mailings, and assists with projects for departments as needed. May include word processing
Copy, fax, and file various materials as needed
Order office supplies and call in repair requests for copier, printers, and fax machines
Schedules/monitors the use of conference rooms for financial advisors and other internal associates
Maintains a clean and presentable area in which to greet clients, both internal and external
Issue outgoing checks for the branch
Performs daily deposit of checks received into the branch by mail, overnight delivery or delivered directly by the client, ensuring accuracy and safe-handling
Performs other duties as assigned
Qualification
Required
High school diploma required
Excellent oral communication skills; excellent telephone and customer service skills
Ability to work independently with minimal supervision; ability to be flexible
Ability to handle clients professionally and manage challenging situations
Working knowledge of MSOffice; Word, Excel, Outlook
Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team
Preferred
Prior receptionist experience preferred
1+ years of previous customer service or administrative experience; preferably in the financial services industry
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-13
2025-11-11
2025-11-08
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