Baird

3 weeks ago

Branch Administrative Supervisor

✓ 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 supervise branch support staff, overseeing onboarding, training, development, and ongoing communication. Plan and organize the branch’s administrative work, develop procedures, and drive special projects while providing advanced support to the Branch Manager and Financial Advisors. Manage employment lifecycle, performance coaching, and ensure alignment with branch goals to optimize daily operations and client service.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Supervises and evaluates the work of branch support staff, assigns tasks, and monitors progress
•Manages the employment life cycle, including interviewing and onboarding/offboarding of branch associates
•Leads associate development through performance management, goal setting, and monthly coaching in line with branch/FA plans
•Coordinates and arranges training for branch staff to align with FA and branch needs
•Plans and leads monthly staff meetings and communicates policies/procedures to staff

Key Requirements

•SIE, Series 7, and 63/65 or 66 licenses required
•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 the ability to prioritize and delegate workflows to achieve business objectives
•Bachelor's degree strongly preferred

Experience:3+ yearsFinancial servicesWealth managementInvestment advisory

Education:Bachelor's

Skills:CommunicationLeadershipOrganizationInterpersonalProblem-solving

Licenses:SIESeries 7Series 63/65 or 66

Certifications:SIESeries 7Series 63/65/66

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 weeks ago

Branch Administrative Supervisor

✓ 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: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Supervises and evaluates the work of branch support staff, assigns tasks, and monitors progress
•Manages the employment life cycle, including interviewing and onboarding/offboarding of branch associates
•Leads associate development through performance management, goal setting, and monthly coaching in line with branch/FA plans
•Coordinates and arranges training for branch staff to align with FA and branch needs
•Plans and leads monthly staff meetings and communicates policies/procedures to staff

Key Requirements

•SIE, Series 7, and 63/65 or 66 licenses required
•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 the ability to prioritize and delegate workflows to achieve business objectives
•Bachelor's degree strongly preferred

Experience:3+ yearsFinancial servicesWealth managementInvestment advisory

Education:Bachelor's

Skills:CommunicationLeadershipOrganizationInterpersonalProblem-solving

Licenses:SIESeries 7Series 63/65 or 66

Certifications:SIESeries 7Series 63/65/66

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