Robert W. Baird

Executive Assistant

Robert W. Baird • $100K — $140K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Associate's degree required; Bachelor's degree preferred
  • 5-8 years of executive support experience, ideally in financial services
  • Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Experience with Salesforce CRM or similar systems
  • Exceptional organizational skills and strong attention to detail
  • Strong written and verbal communication skills
  • Ability to manage confidential information with discretion

Responsibilities

  • Manage complex executive calendars for alignment of commitments
  • Coordinate all aspects of domestic and international travel
  • Oversee logistics for client events and corporate engagements
  • Support coordination of media appearances for senior leaders
  • Act as gatekeeper for senior leadership, managing requests effectively
  • Handle high-volume communications with professionalism
  • Prepare meeting materials and ensure documentation accuracy
  • Maintain confidential records related to executive operations

Benefits

  • Comprehensive benefits package including health and wellness programs
  • Retirement savings plan with employer contribution
  • Flexible spending accounts for healthcare and dependent care
  • Professional development and training opportunities
  • Paid time off and holidays
Full Job Description
About the Role
Join a collaborative two-person executive support team partnering with senior leadership at a high-profile, Midtown New York City-based financial services firm. In this role, you will provide comprehensive administrative and operational support to a five-person executive team-Chairman & CEO, President, Chief Operating Officer-and key senior research partners, including the Chief Economist and Chief Markets Strategist. This position requires a highly organized, proactive, and experienced Executive Assistant who can operate as a trusted partner, maintain discretion, and ensure seamless day-to-day operations across a fast-paced, high-visibility environment.

The Impact You'll Make
  • Manage complex executive calendars, ensuring accuracy and alignment across internal and external commitments
  • Coordinate domestic and international travel end-to-end, including itineraries, accommodations, ground transportation, materials, and last-minute changes
  • Oversee logistics for client events, executive meetings, offsites, dinners, and corporate engagements
  • Support coordination of media appearances (e.g., CNBC, Fox, Bloomberg) for both on-site and virtual segments
  • Act as a gatekeeper for senior leadership-prioritizing requests, managing access, and safeguarding executive time
  • Handle high-volume communications, including screening and routing calls and responding with professionalism and informed judgment
  • Exercise discretion in managing routine matters independently to maximize executive efficiency
  • Prepare meeting materials, draft agendas, and ensure all pre-read and documentation are complete and accurate
  • Coordinate meeting logistics including conference rooms, technology setup, and catering arrangements
  • Review documents and forms for accuracy, completeness, and formatting
  • Update, compile, and distribute reports to internal and external stakeholders
  • Maintain confidential records and files related to corporate and executive operations
  • Provide general office support, including vendor coordination, office supplies, and invoice approvals
  • Offer flexibility to support occasional evening or weekend needs, including personal or administrative tasks


What You'll Bring to Baird
  • Associate's degree required; Bachelor's degree preferred
  • 5-8 years of administrative or executive support experience, preferably in financial services or a fast-paced corporate environment
  • Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Experience working with Salesforce CRM or similar systems
  • Exceptional organizational skills with strong attention to detail and ability to prioritize effectively
  • Strong communication skills, both written and verbal, with a professional and polished demeanor
  • Demonstrated ability to handle confidential information with discretion and sound judgment
  • Proven ability to manage multiple priorities in a high-pressure environment
  • Proactive mindset with strong problem-solving skills and a commitment to excellence


Compensation and Benefits
  • $100,000 - $140,000 annual base salary
  • Bonus potential
  • Compensation and bonus are commensurate with experience, performance, and/or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

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About Robert W. Baird

Robert W. Baird & Co. is an employee-owned, international wealth management, capital markets, private equity, and asset management firm with offices in the United States, Europe, and Asia. Baird offers investment banking, institutional sales and trading, research coverage, corporate services, and wealth management. The firm has approximately 4,600 associates serving the needs of individual, corporate, institutional, and municipal clients and more than $305 billion in client assets as of December 31, 2020.
Learn more about Robert W. Baird
Size
4,600 employees
Industry
Finance & Insurance
* Ladders Estimates

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    Executive Assistant
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    Reposted Today
    Finance & Insurance
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