Baird · 12 hours ago
Baird Family Wealth Specialist
KY-Louisville
Full-time
Hybrid
New Grad, Entry LevelBaird is a financial services firm, and they are seeking a Baird Family Wealth Specialist to support the Private Wealth Management Baird Family Wealth Team. This role involves providing exceptional administrative and organizational expertise while managing multiple priorities to enhance advisor engagement and client service.
Financial Services
Responsibilities
Schedule and organize committee meetings, regional events, and workshops
Prepare agendas, supporting materials, and ensure timely follow-up on action items
Document and distribute meeting summaries to stakeholders
Serve as the primary point of contact for internal teams and external partners
Maintain accurate records of activities, calls, and project timelines
Manage calendars and logistics for Directors and team initiatives
Leverage the full suite of Baird technologies to efficiently manage business and meet compliance and regulatory obligations
Assist in creating and distributing resources and presentations for advisors
Support Directors with reports and materials for consulting engagements
Ensure consistency and professionalism in all communications
Stay current on and understand firm and industry policy and procedures in an ever-changing regulatory environment
Track progress on strategic initiatives and provide regular updates to leadership
Prioritize tasks to meet deadlines and business objectives
Collaborate with internal departments to align resources and deliverables
Create/maintain/organize electronic files to provide team-level, immediate access and retrieval
Act as a liaison between advisors and the Family Wealth Team to facilitate requests on topics of training, policy and technology, best practices and efficiency
Coordinate onboarding and certification processes for BFW teams
Provide administrative assistance for advisor coaching and growth programs
Qualification
Required
Bachelor's degree in Business Administration or related field
Strong organizational skills and attention to detail
Ability to manage multiple projects and deadlines effectively
Excellent communication and interpersonal skills
Strong proficiency in Excel, Powerpoint, Microsoft Teams, and CoPilot
Preferred
Prior experience in wealth management or financial services preferred
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
Founded in 1919
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase