Branch Administrative Supervisor

About the Role:

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 addition the Branch Administrative Supervisor performs advanced administrative industry and professional support functions for the Branch Manager and/or Financial Advisor(s).

The Impact Youll Make:

• Supervises and evaluates the work of 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 addition ensures alignment of goals with branch and FA business plans
• Coordinates and arranges training for branch support associates to ensure alignment with 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 Client Specialist (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 the Branch Manager
• Performs other duties and special projects as assigned
• Supervises up to 10 branch office support staff

What Youll Bring to Baird:

• SIE Series 7 and 63/65 or 66 licenses required
• 3 years of industry experience as a Registered Client Specialist or comparable role; previous supervisory experience strongly preferred
• Knowledge of advanced sales support functions
• Strong organizational skills with the ability to prioritize and delegate workflows to achieve business objectives
• Ability to work effectively in and supervise a team environment
• Excellent interpersonal written and verbal communication skills
• Strong analytical skills with attention to detail
• High school diploma required Bachelors degree strongly preferred

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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.