Branch Administrative Supervisor

ROBERT W. BAIRD & CO. INCORPORATED; Edina (MN); On-site; USD 46,000 - 63,000; Full time

Benefits offered by this job

Hourly wage: $33.59–$45.49

Bonus potential up to 10.5% of base

Total Rewards at Baird

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a Branch Administrative Supervisor in Edina, MN to lead branch support staff and oversee administrative operations for the Branch Management Team.

The role emphasizes onboarding, training, and ongoing associate communication, with responsibility for planning and organizing branch workflows. The candidate should have SIE and Series 7/63/65/66 licenses or be able to obtain them within a year, plus strong Microsoft Office and PWM tools proficiency.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred.
• 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 AI-enabled solutions.
• 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 and ability to prioritize and delegate workflow.
• Proficiency with Microsoft Office and PWM technology tools.
• Ability to lead a team and communicate effectively.

Responsibilities

• Oversee the employment life cycle for branch associates, from onboarding to offboarding.
• Provide ongoing associate development through performance management and coaching.
• Communicate branch initiatives and administrative topics to staff; lead monthly staff meetings.
• Supervise and evaluate branch support staff; prioritize and delegate tasks.
• Schedule staff hours and manage timecards; provide backup coverage when needed.
• Resolve problems and interpret policies; handle special projects as assigned.

Skills

SIE license

Series 7

63/65/66 licenses

Technology aptitude

Supervisory experience

Organizational skills

Microsoft Office

PWM tools

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

PWM software

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 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:

• 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 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, 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 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:

• $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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