Branch Administrative Supervisor I

About the Role:

The Branch Administrative Supervisor I (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Management Team. In addition, the Branch Administrative Supervisor   is responsible for   assisting   with supervision 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.    This position will require a comprehensive understanding of Client   Specialist   (CS) functions and expectations.

The Impact You’ll Make:

- Performs the daily responsibilities of a CS by providing strong interpersonal service to clients, prospects and associates.

- Responsible for, in partnership with the Branch Administrative 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.
- Ensures associates are aware of PWM branch initiatives and   communicates   administrative and operational topics to staff appropriately.   Assist   with plans and   leads   monthly staff meetings.
- Supervises and evaluates the work of the branch support staff. Prioritizes work, assigns   tasks   and   monitors   progress.
- Schedules 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 necessary.
- Resolves problems and interprets policies, procedures, and guidelines for staff.
- Performs other duties and special   projects as   assigned.
- Potential to supervise up to 10 branch office support staff.
- Responsible for various administrative tasks supporting the branch management team   i.e.   scheduling, check   request, booking   travel,   submitting   business expenses, facilities   requests   etc.

What You’ll Bring to Baird:

- High school diploma or equivalent required. Bachelor’s degree preferred.
- Must be SIE, Series 7, 63/65 or 66 licensed   with   1 year.
- 3+ years of industry experience as a registered client specialist or comparable role preferred.   Previous   supervisory experience   strongly   preferred.
- Knowledge of advanced sales support functions.
- Strong organizational skills - ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/people   in order to   achieve specific goals.
- Consistently   demonstrates   effective follow-thru   and   high quality   performance.
- Proficiency   and experience with Microsoft Office (Word, Excel,   Powerpoint) and all PWM technology and productivity tools.
- Ability to work well in and effectively lead a team.
- Excellent interpersonal, written, and verbal communications skills
- Superior analytical skills with a focus on detail.

Compensation and Benefits:

- $35.18-$47.65 hourly rate
- Bonus potential up to 10.5% of base pay
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out our   Total 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.