Branch Administrative Supervisor

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

About the Role:

The Branch Administrative Supervisor (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Management Team. In addition, the Branch Administrative Supervisoris responsible forassistingwith supervision of the branch support staff, including onboarding, training,developmentand ongoing associate communication. The position also includes planning,directingand organizing the branch’s administrative work,developingand recommending branch procedures, and researching and completing special projects.This position will require a comprehensive understanding of ClientSpecialist(CS) functions and expectations.

The Impact You’ll Make:

• Responsible for the employment life cycle, including interviewing and onboarding or off boarding, of branch 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 toestablishproper career development. In addition, ensures alignment of goals with branch and FA business plans
• Ensures associates are aware of PWM branch initiatives andcommunicatesadministrative and operational topics to staff appropriately.Assistwith plans andleadsmonthly staff meetings
• Supervises and evaluates the work of the branch support staff. Prioritizes work, assignstasksandmonitorsprogress
• Schedules support staff work hours and time off to provide adequate coverage for the branch’s varied assignments andmanagestimecard 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 specialprojects asassigned
• Potential to supervise up to 10 branch office support staff
• Responsible for various administrative tasks supporting the branch management teami.e.scheduling, checkrequest, bookingtravel,submittingbusiness expenses, facilitiesrequestsetc.

What You’ll Bring to Baird:

• 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 within1 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.Previoussupervisory experiencestronglypreferred
• Knowledge of advanced sales support functions
• Strong organizational skills - ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/peoplein order toachieve specific goals
• Consistentlydemonstrateseffective follow-thruandhigh qualityperformance
• Proficiencyand 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:

• $33.59 - $45.49 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.