Baird Careers Remote Data Entry WFH Jobs
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: £35 – £45Hour
Location: United Kingdom
Company: Baird
Description:
Baird Careers Remote Data Entry WFH Jobs
As a Temporary Associate, you will:
Support various projects from Financial Advisors (i.e. review reports, research stocks, money managers and funds and investment strategies)
Process paperwork and documents necessary to assist others in the department, including opening new accounts for existing clients, death distributions, and trade corrections
Assist with administrative functions including answering phones and responding to basic client questions; Forwards more advanced calls to Client Specialists or Financial Advisors for handling
Prepare for client meetings and presentations
Create quarterly performance reports and distribute to clients
Conduct cost basis research
Perform additional duties and assist with projects as assigned
What makes this opportunity great:
Gain first-hand experience into the day in the life of a successful Financial Advisor and their team
What we look for:
Excellent customer service skills and exceptional telephone etiquette
Demonstrates a high level of professionalism and positive attitude
An interest in financial services and developing a career in wealth management
Prior office experience in a corporate or university setting preferred
Experience with the Microsoft Office package
Baird Careers Remote Data Entry WFH Jobs
About the Baird Company :
Baird is a prominent American multinational independent investment firm and financial services company. Founded in 1919, the firm has grown significantly to offer a diverse range of services to individuals, corporations, institutional investors, and municipalities.
Core Business Areas
Baird operates across several key business segments:
Private Wealth Management: The firm provides comprehensive wealth management services, including investment planning, portfolio management, and estate planning.
Asset Management: Baird offers a range of investment products, such as mutual funds and separately managed accounts, to meet the diverse needs of investors.
Global Investment Banking: The firm provides advisory services on mergers and acquisitions, capital markets transactions, and debt financing.
Capital Markets: Baird assists clients with raising capital through equity and debt offerings.
Private Equity: Baird invests in growth-oriented companies through its private equity platform, Baird Capital.
A Culture of Independence and Client Focus
Baird’s success is built on a foundation of independence and a strong commitment to client service. As an employee-owned firm, Baird fosters a long-term perspective and aligns the interests of its employees with those of its clients. The company emphasizes a collaborative approach and seeks to build enduring relationships with its clients.
Geographic Reach and Growth
While headquartered in Milwaukee, Wisconsin, Baird has a significant presence across the United States and operates offices in several international locations. The firm’s geographic expansion has enabled it to serve a broader client base and capture opportunities in different markets.
Challenges and Opportunities
The financial services industry is highly competitive, and Baird faces challenges such as regulatory changes, economic fluctuations, and technological advancements. However, the firm also benefits from several growth opportunities. The increasing wealth of individuals, the growing complexity of financial markets, and the demand for specialized investment services create favorable conditions for Baird’s business.
The Road Ahead
Baird’s future success depends on its ability to adapt to changing market conditions, innovate its product offerings, and attract and retain top talent. By leveraging its strong brand, deep industry expertise, and client-centric approach, the firm is well-positioned to continue its growth and maintain its leadership position in the financial services industry.
Baird Careers Remote Data Entry WFH Jobs