Branch Administrative Leader: Onboarding & Operations

Baird; Edina (MN); On-site; USD 46,000 - 63,000; Full time

Benefits offered by this job

Bonus potential up to 10.5%

Total Rewards overview available

Job summary

Baird is seeking a Branch Administrative Supervisor in Edina, MN to lead branch support staff and manage complex administrative tasks. You will supervise onboarding, training, and communication within the Branch Management Team, planning and directing the branch’s admin work and improving procedures.

The role requires licenses (SIE, Series 7, 63/65 or 66) or the ability to obtain them within a year, plus strong organizational and tech skills to support PWM operations and AI-enabled tools.

Qualifications

• High school diploma or equivalent required. Bachelor’s degree preferred, not required.
• Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain licenses within 1 year.
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred.
• 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.
• Consistently demonstrate 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.

Responsibilities

• Responsible for the employment life cycle, including interviewing and onboarding or off boarding, of branch associates.
• Support ongoing associate development through performance management, coaching, and goal alignment.
• Communicate branch initiatives and lead monthly staff meetings.
• Supervise and evaluate the work of the branch support staff; prioritize tasks and monitor progress.
• Schedule staff hours, manage timecard approvals, and provide backup as needed.
• Resolve problems and interpret policies, procedures, and guidelines for staff.
• Perform other duties and special projects as assigned; may supervise up to 10 staff.
• Handle various administrative tasks supporting the branch management team.

Skills

Team leadership

Organizational skills

Communication skills

Technology aptitude

Adaptability to AI tools

Education

Bachelor's degree preferred

SIE/Series 7/63/65/66 licenses

Tools

Microsoft Office

PWM productivity tools

Job description

Baird is seeking a Branch Administrative Supervisor in Edina, MN to lead branch support staff and manage complex administrative tasks. You will supervise onboarding, training, and communication within the Branch Management Team, planning and directing the branch’s admin work and improving procedures.

The role requires licenses (SIE, Series 7, 63/65 or 66) or the ability to obtain them within a year, plus strong organizational and tech skills to support PWM operations and AI-enabled tools.