Branch Administrative Supervisor

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

Benefits offered by this job

Bonus up to 10.5% of base pay

Total Rewards program

Job summary

Baird is seeking a Branch Administrative Supervisor in Minnetonka, MN. You will lead a branch support team, manage onboarding and performance coaching, and ensure smooth administrative operations for the branch management team.

The role requires SIE and securities licenses or the ability to obtain them within a year, strong organizational and communication skills, and proficiency with Microsoft Office and PWM tools. A Bachelor’s degree is preferred but not required.

Qualifications

• High school diploma required; bachelor’s degree preferred, not required.
• Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain 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.
• Knowledge of advanced sales support functions.
• Strong organizational skills and ability to delegate branch’s daily workflow to achieve goals.

Responsibilities

• Oversees the employment life cycle, including onboarding and offboarding for branch associates.
• Supports associate development through performance management and goal setting.
• Conveys PWM initiatives and communicatesOperational topics to staff; leads monthly staff meetings.
• Supervises and evaluates branch support staff; prioritizes work and monitors progress.
• Schedules staff hours and time off to ensure adequate coverage; may act as backup.
• Resolves problems and interprets policies for staff.
• Performs other duties and special projects.
• Potential to supervise up to 10 branch office staff.
• Handles scheduling, check requests, travel booking, expenses, and facilities requests.

Skills

Team leadership

Organizational skills

Analytical skills

Communication skills

Detail-oriented

Follow-through

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

MS Office

PWM technology

AI-enabled solutions

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.