Branch Administrative Supervisor

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

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

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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