Temporary Associate (Scottsdale, AZ)
As a Temporary Associate, you will:
- 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
What makes this opportunity great:
- Gain first-hand experience into the day in the life of a successful Financial Advisor and their team
What we look for:
- 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
- Prior office experience in a corporate or university setting preferred
- Experience with the Microsoft Office package
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.