Branch Admin Supervisor: Lead Team & Streamline Branch Ops

ROBERT W. BAIRD & CO. INCORPORATED

Minnetonka (MN)

On-site

USD 46,000 - 63,000

Full time

12 days ago
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Benefits offered by this job

Bonus potential up to 10.5%
Total Rewards at Baird

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Minnesota seeks a Branch Administrative Supervisor to support the Branch Management Team with advanced administrative duties and staff supervision.

You will guide onboarding, training, and ongoing staff communication while coordinating branch procedures and special projects. The role emphasizes supervising up to 10 staff, planning administrative workflows, and delivering excellent client service through solid organizational and analytical skills.

Qualifications

  • High school diploma or equivalent required; bachelor’s degree preferred.
  • Must have SIE, Series 7, 63/65 or 66 licenses or obtain within 1 year.
  • 3+ years of industry experience as a registered client specialist or comparable role; supervisory experience preferred.
  • Knowledge of advanced sales support functions.
  • Strong organizational skills with ability to prioritize and delegate workflow.
  • Excellent interpersonal, written, and verbal communication skills.

Responsibilities

  • Manage employment life cycle for branch associates including onboarding and offboarding.
  • Lead performance coaching and development in collaboration with Branch Management and Advisors.
  • Communicate operational topics and lead monthly staff meetings.
  • Supervise and evaluate branch support staff; prioritize and assign tasks.
  • Schedule work hours and time off; ensure adequate coverage and backup.
  • Resolve problems and interpret policies for staff.
  • Perform other duties and special projects as assigned.
  • Potential to supervise up to 10 branch office staff.
  • Handle scheduling, travel, expenses, and facilities requests for branch management.

Skills

Leadership
Supervision
Organizational
Communication
Analytical

Education

High school diploma or equivalent
Bachelor's degree preferred

Tools

Microsoft Office
PWM tools
AI-enabled solutions

Job description

ROBERT W. BAIRD & CO. INCORPORATED in Minnesota seeks a Branch Administrative Supervisor to support the Branch Management Team with advanced administrative duties and staff supervision.

You will guide onboarding, training, and ongoing staff communication while coordinating branch procedures and special projects. The role emphasizes supervising up to 10 staff, planning administrative workflows, and delivering excellent client service through solid organizational and analytical skills.

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