Branch Administrative Supervisor II
Branch Administrative Supervisor II
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$ 79200 - 108000
1 Vacancy
Job Description
The Branch Administrative Supervisor (BAS) is primarily responsible for supervising the work of the branch support staff including onboarding training development and ongoing associate communication. The position also includes planning directing and organizing the branchs administrative work developing and recommending branch procedures and researching and completing special projects. In addition the Branch Administrative Supervisor is responsible for performing advanced administrative industry and professional support functions for the Branch Manager and/or Financial Advisor(s).
As a Branch Administrative Supervisor you will:
- Supervises and evaluates the work of the branch support staff. Prioritizes work assigns tasks and monitors progress.
- Responsible for the employment life cycle including interviewing and onboarding or offboarding of branch associates.
- Responsible for in partnership with the Branch Manager and Financial Advisors ongoing associate development through the performance management process. Facilitates setting associate goals and ongoing monthly performance coaching to establish proper career development. In addition ensures alignment of goals with branch and FA business plans.
- Coordinates/arranges training for all branch support associates to ensure their work is linked to Financial Advisor (FA) and branch business needs.
- Schedules support staff work hours and time off to provide adequate coverage for the branchs varied assignments and manages timecard approvals. May act as backup to staff filling in where necessary.
- Performs the daily responsibilities of a CS by providing strong interpersonal service to clients prospects and associates.
- Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately. Plans and leads monthly staff meetings.
- Resolves problems and interprets policies procedures and guidelines for staff.
- May be responsible for P&L oversight alongside branch manager.
- Performs other duties and special projects as assigned.
- Supervises up to 10 branch office support staff.
What makes this opportunity great:
- Fast paced environment that will enable you to grow as a professional.
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
What we look for:
- High school diploma or equivalent required. Bachelors degree preferred.
- Must be SIE Series 7 63/65 or 66 licensed.
- 3 years of industry experience as a registered client specialist or a comparable role. Previous supervisory experience strongly preferred.
- Knowledge of advanced sales support functions.
- Strong organizational skills--ability to prioritize and delegate branchs daily workflow to effectively organize tasks/people in order to achieve specific goals.
- Ability to work well in and effectively supervise a team.
- Excellent written and verbal communications skills.
- Superior analytical skills with a focus on detail.
Compensation Information:
- $79200 - $108000 annual salary range
- Bonus potential up to 10.5% of base salary
- Compensation and bonus are commensurate with experience performance and/or firm profitability
- Check out ourTotal Rewards at Baird which is a summary of our benefits and compensation
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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.
Required Experience:
Manager
Employment Type
Full-Time
