Branch Administrative SupervisorThe Branch Administrative Supervisor 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 branch's administrative work, developing and recommending branch procedures, and researching and completing special projects. In addition, the Branch Administrative Supervisor performs advanced administrative, industry, and professional support functions for the Branch Manager and/or Financial Advisor(s).The Impact You'll Make:Supervises and evaluates the work of branch support staff; prioritizes work, assigns tasks, and monitors progressResponsible for the employment life cycle, including interviewing and onboarding or offboarding, of branch associatesResponsible 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 plansCoordinates and arranges training for branch support associates to ensure alignment with Financial Advisor (FA) and branch business needsSchedules support staff work hours and time off to provide adequate coverage for the branch's varied assignments and manages timecard approvals May act as backup to staff, filling in where necessaryPerforms the daily responsibilities of a Client Specialist (CS) by providing strong interpersonal service to clients, prospects and associatesEnsures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately Plans and leads monthly staff meetingsResolves problems and interprets policies, procedures, and guidelines for staffMay be responsible for P&L oversight alongside the Branch ManagerPerforms other duties and special projects as assignedSupervises up to 10 branch office support staffWhat You'll Bring to Baird:SIE, Series 7, and 63/65 or 66 licenses required3+ years of industry experience as a Registered Client Specialist or comparable role; previous supervisory experience strongly preferredKnowledge of advanced sales support functionsStrong organizational skills with the ability to prioritize and delegate workflows to achieve business objectivesAbility to work effectively in and supervise a team environmentExcellent interpersonal, written, and verbal communication skillsStrong analytical skills with attention to detailHigh school diploma required Bachelor's degree strongly preferred