Temporary - Administrative Assistant - Investment Banking

About the Role:

We are looking for a talented Temporary Administrative Assistant (AA) to support our Global Investment Banking team! Join us and discover why we have been recognized as a Fortune Best Place to Work since 2004.

This temporary opportunity is ideal for someone who enjoys jumping in, making an immediate impact, and providing high-quality administrative support in a fast‑paced, professional environment.

As a Temporary Administrative Assistant, you will proactively perform administrative duties to support mid‑level and senior bankers. Responsibilities include managing bankers’ calendars, scheduling meetings and calls, arranging travel, processing expenses, and assisting with various phases of deal processes. You will also leverage your analytical skills to research, compile, and enter data to ensure accurate tracking and reporting.

To be successful in this role, you should be a curious, detail‑oriented self‑starter who is comfortable taking direction, adapting quickly, and handling competing priorities. This role offers valuable exposure to investment banking operations and the opportunity to work alongside experienced professionals while contributing to the team’s day‑to‑day success.

This position offers flexibility to work Tuesday, Wednesday and Thursday in the Milwaukee office and Monday and Friday remote. This role is expected to last approximately 6-9 months and may be extended based on business needs.

• Support a team of mid / senior level bankers assisting with project focused tasks.
• Manage and coordinate various calendars and synchronize schedules for team calls, meetings, and small events.
• Build relationships with bankers and peers through collaborative efforts and teamwork.
• Arranging domestic and international travel and become knowledgeable on Travel policies, procedures, and changes.
• Preparing, processing, submitting, and tracking expenses; become knowledgeable on Expense policies, procedures, and changes.
• Coordinate with the Conference Center team to reserve conference rooms and catering for internal meeting.
• Backup support to Administrative Assistants / Executive Assistant in their absence including receptionist desk, hospitality, etc.
• Assist in office duties i.e., replenishing office refreshments and supplies, catering, preparing shipping, safety officer, (building management contact for remote office), etc.
• Represent Baird in a professional manner and thoughtful demeanor both internally and externally with clients, bankers, and peers.

• High school diploma or education equivalent required
• 3+ years of Administrative Assistant experience preferably in the financial industry
• Strong verbal, written and interpersonal communication skills
• Detail orientated, acute attention to detail
• Effective time management and organizational skills with ability to prioritize various tasks
• Practice critical thinking and problem-solving skills
• Proficient / Advance Microsoft Office
• Concur Travel / Expense system (preferred)
• CRM systems (Salesforce preferred)

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.