Administrative Assistant - Investment Banking

Robert W. Baird

Join the Global Investment Banking team as an Administrative Assistant, providing essential support to senior-level associates in a hybrid work environment.

Last checked on June 8, 2026. We may earn a commission when you click through.

Advertisement

If you're looking for stability in a reputable firm, this role is especially for those with prior administrative experience.

✓ Reputable company with a strong workplace culture ✓ Good pay and bonus opportunities ✓ Flexible hybrid work model

Administrative Assistant - Investment Banking

Robert W. Baird

Updated 23 hours ago
Apply now

You'll be redirected to indeed.com

Charlotte Hybrid 28 – 38 Full-Time

If you're looking for stability in a reputable firm, this role is especially for those with prior administrative experience.

About this role

Our 540+ banking associates work as one global team, collaborating across geographies, products and sectors to help our clients achieve great outcomes.

Charlotte, NC Global Investment Banking Support R2026331 Hybrid

About the Role:

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

As an Administrative Assistant (AA), you will provide proactive administrative and hospitality support to mid‑ and senior‑level Global Investment Banking professionals. In addition to managing calendars, meetings, travel, and expenses, you will play a key role in delivering a polished, welcoming, and seamless in‑office experience for bankers, clients, and visitors.

To be successful in this role, you should be a curious, service‑oriented self‑starter who enjoys anticipating needs, supporting high‑touch interactions, and contributing to a professional, client‑ready environment. We take pride in developing our Administrative Assistants through training and growth opportunities within the role.

This position offers flexibility to work Tuesday, Wednesday and Thursday in the Charlotte office and Monday and Friday remote.

The Impact You’ll Make:

Support a team of mid / senior level bankers assisting with project focused tasks. Manage and coordinate various calendars and synchronizing 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. Contribute to a high‑quality client and banker experience by ensuring meetings, events, and office interactions run seamlessly. What You’ll Bring to Baird:

High school diploma or education equivalent required 1+ years of Administrative Assistant experience preferably in the financial industry Comfort balancing administrative responsibilities with hospitality and front‑of‑house support as needed 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) Compensation and Benefits:

Hourly rate of $28.25-38.50, based on a 37.5 hour work week Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. #LI-RE1

About the Company

Robert W. Baird is a well-established financial services firm recognized as a Fortune Best Place to Work since 2004.

Key Highlights

  • Salary range: $28.25–$38.50 an hour
  • Bonus potential up to 8.5% of base pay
  • Hybrid work format
  • Support senior-level banking associates
  • Experience with Microsoft Office and CRM systems preferred

💡 Honest Take: This position offers competitive pay and a solid benefits package, but the administrative tasks can be routine and may not suit everyone.

Pros

  • Reputable company with a strong workplace culture
  • Good pay and bonus opportunities
  • Flexible hybrid work model
  • Supportive team environment
  • Opportunities for professional growth

Cons

  • Tasks can become repetitive
  • Requires strong organizational skills
  • Limited remote work options
  • High expectations for support roles
  • Fast-paced environment may be stressful

Best For: It's for those seeking a stable job in finance and comfortable with routine tasks while supporting senior associates.

Watch Out: Be prepared for a busy workload and the need to be proactive in supporting multiple team members.

Apply for this position

You'll be redirected to indeed.com

What Customers Say

Employees appreciate the company culture and benefits, though some mention the role's repetitive nature.

Expert Review

The Administrative Assistant position at Robert W. Baird is a solid entry into the finance sector, particularly in investment banking. With a pay range of $28.25 to $38.50 per hour, the role offers competitive compensation alongside potential bonuses of up to 8.5% of base pay.

In this hybrid role, you'll be responsible for supporting senior-level associates, requiring proficiency in Microsoft Office and familiarity with CRM systems like Salesforce. The firm's reputation as a Fortune Best Place to Work adds significant appeal stability and growth opportunities.

While the pay and benefits are attractive, the role can become repetitive, particularly due to the nature of administrative tasks. Those who excel at multitasking and enjoy a structured environment will find this position rewarding. For more details, check the official listing here.

You might also like

Teller

OneAZ Credit Union · Glendale

14 days ago

Related Articles