Institutional Sales CoordinatorRobert W. Baird & Co. Incorporated • Milwaukee, Wisconsin, United States

Institutional Sales Coordinator

Robert W. Baird & Co. Incorporated

Milwaukee, Wisconsin, United States

Milwaukee, Wisconsin, United States

About

About the Role: We are seeking a client service individual who is highly driven and successful at managing multiple priorities. This position supports a dynamic sales team. The environment is fast-paced and excellence is expected. Individuals with a desire to improve day-to-day duties and the broader team thrive in this environment. The Impact You'll Make: Manage scheduling and logistics for full-day client meetings, including preparation of detailed itineraries and coordination of travel, accommodations, catering, group events, transportation, etc. for several days per week Coordinate & manage a dynamic team calendar for several Institutional Officers; tracking travel, vacations, internal meetings, and special events to ensure proper coverage and execution of all meetings Work with the team to schedule client meetings, coordinate conference calls and promote attendance to Baird events (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc.) Maintain client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity. Compose letters, memos, and reports from verbal or written instructions Assemble client materials; compile research, record portfolio holdings, and maintain CRM system to help the team focus on client needs Prepare and submit detailed client interaction reports, summarizing engagement activities over defined periods, ensuring content is clear and accurate for client review Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, the Equity Capital Markets Desk, and the team of Equity Coordinators Manage incoming and outgoing communications; provide information or direct inquiries, addressing questions that require knowledge of departmental and company functions Process Institutional Officers’ expense reports; checking for accuracy and appropriate receipts to ensure prompt payment Perform other duties as assigned What You'll Bring to Baird: Bachelor’s degree preferred and a minimum of 1-5 years’ experience performing support functions. Industry experience helpful. SIE, Series 7 and 63 are a plus Exceptional organizational skills – is consistent, dependable, and accurate. Ability to prioritize daily workflow to effectively meet deadlines Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism Must be detail oriented and recognize errors in numbers, spelling, grammar, and punctuation. Must demonstrate good follow-through skills to ensure a successful result Strong team player mentality- willing to pitch in and help other team members and leaders, as necessary. Flexible and highly adaptable Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high-intensity environment Ability to work independently in a fast-paced team environment with minimal supervision Excellent PC skills –Advanced knowledge of Microsoft Word, Excel, and PowerPoint. Experience utilizing pivot tables is helpful
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Milwaukee, Wisconsin, United States

Languages

English

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