The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals.

The Portfolio Management Assistant provides a wide variety of administrative and support services to Portfolio Managers of Baird Trust and other investment support areas as necessary. Primary responsibilities include client service support, administrative duties, and client reporting support.

• Assist in the gathering and preparation of materials used in Trust client meetings
• Perform word processing and spreadsheet applications of moderate complexity, prepares letters, memos, reports, proposals, presentations, minutes of meetings, numerical data, tabular information, charts, forms, technical material and legal documents from verbal or written instructions, drafts, dictating machine tapes or shorthand notes.
• Perform department specific administrative functions requiring interpretation of unique, detailed, complex and/or vague procedures and regulations.
• Compose routine and/or recurring letters and memoranda based on instructions and/or knowledge of the specified work area for review and signature of the senior officer.
• Answer and/or initiates telephone calls and/or receives visitors; provides information or refers callers to the proper staff; answers inquiries requiring knowledge of the department's overall function. May explain policies, procedures, or services. May assist the public in completing forms. Forwards only the most complex calls to the supervisor/manager.
• Research, collect and compile documents and data for semi-routine reports according to specific instructions. Visually scans and/or compares documents, forms, or other materials for accuracy and required completeness according to instructions. Updates and distributes reports as necessary.
• Assist with the planning, coordinating and arrangements for various departmental functions (client/vendor meetings, luncheons, road shows, etc.). Assists with schedules, meeting rooms, menus, travel arrangements, presentation materials, etc.
• Maintain supervisor's calendar, scheduling conferences and meetings. Makes travel and accommodation arrangements, prepares itineraries and coordinates with manager his/her daily calendar to keep him/her informed of upcoming events.
• Process departmental check requests and handles all incoming bills and memberships to ensure prompt, accurate payment.
• Proofread and corrects written material for correct grammar, spelling, punctuation, and content.

• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• Compelling careers working side by side with the best in the business.
• Support and flexibility to grow and be your best at work, at home, and in the community.

• High school diploma
• Associate’s Degree; Vocational or Business school preferred.
• 2-5 years of experience in the performance of moderately complex administrative/office support functions.
• Fundamental investment concepts, practices and procedures used in the securities industry preferred.
• Strong knowledge of the function, organization, industry, policies, procedures and services.
• Demonstrated understanding and application of office procedures, practices and routines.
• Strong PC skills with demonstrated knowledge and application of word processing and spreadsheet packages.
• Strong oral and written communication skills - ability to effectively exchange ideas and information.
• Strong organizational skills - ability to prioritize daily work flow to effectively organize tasks to achieve specific goals.
• Ability to handle large volume of administrative detail with accuracy and reliability.
• Must be capable of handling workload for a number of managers simultaneously and prioritize assignments accordingly.
• Excellent analytical skills with ability to perform more advanced calculations, semi-routine report preparation.
• Detail oriented - recognize errors in numbers, spelling, and punctuation.
• Professional and courteous, with a concern for maintaining a high level of customer satisfaction.
• Ability to tolerate peak workloads, multiple assignments and produce results.
• Ability to work independently in a fast-paced environment with only general supervision.
• Ability to work effectively as a team player.
• Demonstrated reliability in attendance and performance.

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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.