• Manage scheduling and logistics for full-day client meetings, including preparation of detailed itineraries and coordination of travel, accommodations, catering, group events, transportation, etc. for several days per week
• Coordinate & manage a dynamic team calendar for several Institutional Officers; tracking travel, vacations, internal meetings, and special events to ensure proper coverage and execution of all meetings
• Work with the team to schedule client meetings, coordinate conference calls and promote attendance to Baird events (NDRs, Conferences, Field Trips, Company Visits, Dinners, etc.)
• Maintain client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity. Compose letters, memos, and reports from verbal or written instructions
• Assemble client materials; compile research, record portfolio holdings, and maintain CRM system to help the team focus on client needs
• Prepare and submit detailed client interaction reports, summarizing engagement activities over defined periods, ensuring content is clear and accurate for client review
• Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, the Equity Capital Markets Desk, and the team of Equity Coordinators
• Manage incoming and outgoing communications; provide information or direct inquiries, addressing questions that require knowledge of departmental and company functions
• Process Institutional Officers’ expense reports; checking for accuracy and appropriate receipts to ensure prompt payment
• Perform other duties as assigned