1 day ago

Branch Administrative Supervisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Supervise branch support staff to ensure effective onboarding, training, development, and ongoing associate communication. Manage associate employment lifecycle activities, performance management coaching, and scheduling/timecard approvals. Partner with Branch Manager and Financial Advisors to align associate goals with business plans, coordinate training, and maintain awareness of branch initiatives. Also perform advanced client specialist responsibilities, resolve operational issues, lead monthly staff meetings, and provide limited backup support; may oversee P&L and complete special projects.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Supervise and evaluate branch support staff by prioritizing work, assigning tasks, and monitoring progress.
•Manage associate employment lifecycle activities including interviewing plus onboarding/offboarding.
•Drive ongoing associate development via performance management, goal setting, and monthly coaching aligned with branch and FA business plans.
•Coordinate and arrange training for branch support associates and schedule work hours/time off for coverage; manage timecard approvals.
•Perform daily Client Specialist responsibilities for clients, prospects, and associates; lead monthly staff meetings and resolve issues by interpreting policies and procedures.

Travel: Low travel

Key Requirements

•Must have SIE plus Series 7 and either 63/65 or 66 licenses, or be able to obtain them within 1 year.
•3+ years of industry experience as a Registered Client Specialist (or comparable role).
•Previous supervisory experience is strongly preferred.
•Strong organizational skills to prioritize work and delegate workflows to achieve business objectives.
•Excellent interpersonal, written, and verbal communication skills, with strong analytical skills and attention to detail.

Experience:3+ yearsFinancial servicesWealth managementClient services

Education:High School

Skills:Supervising teamsOrganizational skillsPrioritizationInterpersonal communicationAnalytical thinking

Certifications:SIESeries 7Series 63/65Series 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

Loading job details...

Preparing the role view and application actions.

Baird

1 day ago

Branch Administrative Supervisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Supervise and evaluate branch support staff by prioritizing work, assigning tasks, and monitoring progress.
•Manage associate employment lifecycle activities including interviewing plus onboarding/offboarding.
•Drive ongoing associate development via performance management, goal setting, and monthly coaching aligned with branch and FA business plans.
•Coordinate and arrange training for branch support associates and schedule work hours/time off for coverage; manage timecard approvals.
•Perform daily Client Specialist responsibilities for clients, prospects, and associates; lead monthly staff meetings and resolve issues by interpreting policies and procedures.

Travel: Low travel

Key Requirements

•Must have SIE plus Series 7 and either 63/65 or 66 licenses, or be able to obtain them within 1 year.
•3+ years of industry experience as a Registered Client Specialist (or comparable role).
•Previous supervisory experience is strongly preferred.
•Strong organizational skills to prioritize work and delegate workflows to achieve business objectives.
•Excellent interpersonal, written, and verbal communication skills, with strong analytical skills and attention to detail.

Experience:3+ yearsFinancial servicesWealth managementClient services

Education:High School

Skills:Supervising teamsOrganizational skillsPrioritizationInterpersonal communicationAnalytical thinking

Certifications:SIESeries 7Series 63/65Series 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