Baird

3 months ago

Branch Administrative Supervisor I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Lead and coordinate branch administrative operations, supporting the Branch Management Team and Financial Advisors. Oversee onboarding, training, and development of branch staff, plan and direct administrative workflows, implement procedures, and manage special projects. Serve as a primary liaison for Client Specialist functions, ensure alignment with branch goals, and supervise up to 10 support staff while coordinating schedules, travel, and expenses.

Location: Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Lead and supervise the branch administrative staff, prioritizing work, assigning tasks, and monitoring progress.
•Plan, direct, and organize the branch’s administrative work, ensuring efficient operations and timely completion of tasks.
•Oversee onboarding, training and ongoing development of staff, including performance coaching and goal alignment with branch plans.
•Schedule staff hours, manage time off and timecard approvals, and provide coverage as needed.
•Coordinate miscellaneous administrative duties for the branch management team (scheduling, travel bookings, expense submissions, facilities requests).

Key Requirements

•High school diploma or equivalent required. Bachelor’s degree preferred.
•Must be SIE, Series 7, 63/65 or 66 licensed with 1 year.
•3+ years of industry experience as a registered client specialist or comparable role preferred; 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 to achieve specific goals.

Experience:3+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationLeadershipInterpersonalAnalyticalOrganization

Certifications:SIESeries 763/6566

Tech Stack:Microsoft OfficeWordExcelPowerPoint

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

3 months ago

Branch Administrative Supervisor I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Lead and supervise the branch administrative staff, prioritizing work, assigning tasks, and monitoring progress.
•Plan, direct, and organize the branch’s administrative work, ensuring efficient operations and timely completion of tasks.
•Oversee onboarding, training and ongoing development of staff, including performance coaching and goal alignment with branch plans.
•Schedule staff hours, manage time off and timecard approvals, and provide coverage as needed.
•Coordinate miscellaneous administrative duties for the branch management team (scheduling, travel bookings, expense submissions, facilities requests).

Key Requirements

•High school diploma or equivalent required. Bachelor’s degree preferred.
•Must be SIE, Series 7, 63/65 or 66 licensed with 1 year.
•3+ years of industry experience as a registered client specialist or comparable role preferred; 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 to achieve specific goals.

Experience:3+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationLeadershipInterpersonalAnalyticalOrganization

Certifications:SIESeries 763/6566

Tech Stack:Microsoft OfficeWordExcelPowerPoint

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn