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Part-Time Branch Operations Assistant Job Opening In Alpharetta – Now Hiring Baird


Job description

This is a Part-Time role working 30 hours a week that includes benefits!

As a Branch Operations Assistant, you will:

Answer incoming calls to the branch as well as receive clients, vendors and prospects, during normal business hours.

Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements.

This highly visible position requires a polished professional with superior, communication, customer service and organizational skill

  • Greet and direct incoming clients, visitors and business associates in a helpful, professional and pleasant manner.
  • Answer inquiries from clients, prospective clients, and business associates; provides clients with quotes and current balances.
  • Assist the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc.
  • Maintain FA/team website with frequent content posting.

    Prepare and present content ideas to marketing lead.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • Plan, coordinate and arrange for vendor luncheons, client meetings, etc.

    Set up conference calls.
  • Sort, process and route incoming and outgoing mail.
  • Copy, fax, and file various materials as needed.
  • Log Compliance files.

    File paperwork such as wires and branch manager daily reports.
  • Perform other duties as assigned.
  • What makes this opportunity great:

  • Opportunity to gain experience in Private Wealth Management within a branch setting.
  • Ability to work with a variety of teams and gain exposure throughout the branch.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  • What we look for:

  • High school diploma required.

    Associates or Bachelor's degree preferred.
  • 1+ years previous customer service or administrative experience; preferably in the financial services industry.
  • Excellent verbal communication skills; excellent telephone and client service skills.
  • Detail oriented.

    Critical thinking and proactive problem solving skills.
  • Good analytical skills with ability to perform semi-advanced math.
  • Ability to work independently with minimal supervision; ability to be flexible.
  • Ability to handle clients professionally and manage challenging situations.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, Liquid Office etc.).

    Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner.
  • #DI

    #LI-PWM5

    Required Skill Profession

    Secretaries And Administrative Assistants


    • Job Details

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    Unlock Your Part Time Potential: Insight & Career Growth Guide


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    Are You Looking for Part Time Branch Operations Assistant Job?

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Baird adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

    What Is the Average Salary Range for Part Time Branch Operations Assistant Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Alpharetta. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for Part Time Branch Operations Assistant?

    Key qualifications for Part Time Branch Operations Assistant typically include Secretaries And Administrative Assistants and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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    Interview Tips for Part Time Branch Operations Assistant Job Success

    Baird interview tips for Part Time Branch Operations Assistant

    Here are some tips to help you prepare for and ace your Part Time Branch Operations Assistant job interview:

    Before the Interview:

    Research: Learn about the Baird's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

    Dress Professionally: Choose attire appropriate for the company culture.

    Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

    Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

    During the Interview:

    Be Punctual: Arrive on time to demonstrate professionalism and respect.

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    Final Thought:

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    By following these tips, you can increase your chances of making a positive impression and landing the job!

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