Baird · 10 hours ago
Temporary Associate
KY-Louisville
Full-time
Onsite
New Grad, Entry LevelBaird is a financial services company seeking a Temporary Associate to support Financial Advisors. The role involves assisting with research, client paperwork, meeting preparation, and performance reports while ensuring efficient service and gaining experience in wealth management operations.
Financial Services
Responsibilities
Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections
Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
Prepare for client meetings and presentations
Create quarterly performance reports and distribute to clients
Conduct cost basis research
Perform additional duties and assist with projects as assigned
Qualification
Required
Excellent customer service skills and exceptional telephone etiquette
Demonstrates a high level of professionalism and positive attitude
An interest in financial services and developing a career in wealth management
Preferred
Prior office experience in a corporate or university setting
Experience with the Microsoft Office package
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
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