
Business Analyst Assistant
Accurately complete monthly reporting for client resource usage. Develop an in-depth understanding of client data in order to maintain accurate information in our CRM system. Work with Excel, PowerBI and SQL to create and maintain reports for Sales, Trading and Leadership. Review expense reports to ensure they comply with our department’s expense policies. Create and enforce best practices for process efficiency. Keep client records using a variety of research tools to preserve accuracy. Perform Word and Excel functions of moderate complexity.Administrative support for the department, including office/facility logistics and communication.
Ability to work independently in a fast-paced team environment with minimal supervision.
Industry experience helpful
A minimum of 1-3 years’ experience performing support functions.
Series 7 and 63 are a plus within first few years.
Ability to tolerate peak workloads and maintain flexibility and composure in a high volume, high-intensity environment.
MS Word
Customer Service skills
Record Keeping Skills
Time Management Skills
MS Excel skills
Driven and self-motivated
Prioritizing skills
Adaptability
Problem-solving and resourcefulness
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker
According to JobzMall, the average salary range for a Business Analyst Assistant in U.S. Bank Center, 777 E Wisconsin Ave, Milwaukee, WI 53202, USA is approximately $47,000 - $60,000 per year.
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Robert W. Baird & Co. is an American multinational independent investment bank and financial services company.

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