Hybrid Executive Assistant – Investment Banking

at Baird

• Job title: Executive Assistant – Investment Banking
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $60,000 - $90,000 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Milwaukee, United States

About the role

• Executive Assistant supporting the Global Investment Banking team with administrative tasks and client relations. Managing calendars, meetings, and travel while building strong relationships with stakeholders.

Responsibilities

• Support the team in administrative tasks, client relations, marketing, and talent development
• Manage calendars, arrange meetings, handle travel arrangements, and oversee deal processes
• Be the organizational backbone by managing complex calendars, coordinating meetings, and resolving scheduling conflicts across teams and time zones
• Own the logistics for internal and external meetings, including booking conference rooms, arranging catering, and liaising with vendors
• Plan seamless travel experiences—domestic and international—by creating personalized itineraries and staying up-to-date on travel policies
• Handle expense management with precision, ensuring timely submission and tracking for designated bankers
• Support business development efforts by coordinating client meetings, managing NDAs, assisting with industry events, and helping with deal execution
• Build strong relationships with bankers and peers through collaboration, responsiveness, and a team-first mindset
• Maintain data integrity in Salesforce through accurate entries and regular cleanups
• Coordinate shipping logistics with the Mailroom team for timely delivery of important materials
• Provide coverage for other assistants during absences, ensuring continuity and support
• Represent Baird professionally in all client interactions, both in-person and over the phone.

Requirements

• High school diploma or equivalent required; college coursework or degree a plus
• Minimum of 5 years of administrative experience, preferably in financial services or a fast-paced professional environment
• Proven ability to manage complex calendars and coordinate schedules across multiple stakeholders
• Exceptionally organized and detail-oriented, with the ability to prioritize and multitask effectively
• A proactive, resourceful self-starter who thrives on solving problems and anticipating needs
• Strong written and verbal communication skills with a professional and client-focused demeanor
• Comfortable working independently while maintaining high levels of accuracy and efficiency
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience with travel and expense systems (e.g., Concur) preferred
• Familiarity with CRM platforms such as Salesforce is a plus
• Exposure to AI tools (e.g., Copilot, ChatGPT) is a bonus and reflects our forward-thinking environment.

Benefits

• tailored mentorship
• learning resources
• clear career paths
• flexibility to work in-office and remotely