Baird

1 week 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

Supervise the branch support staff by leading employment lifecycle processes, onboarding and ongoing associate development, and facilitating performance coaching aligned with branch and financial advisor plans. Communicate branch initiatives, lead monthly staff meetings, and prioritize daily administrative workflow while resolving issues using established policies and procedures. Manage scheduling, timecard approvals, and backup coverage, and complete special administrative projects for the branch management team.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Perform advanced administrative and professional support for the branch management team.
•Assist with supervision of branch support staff, including onboarding, training, development, and associate communication.
•Own employment lifecycle activities for branch associates, including interviewing, onboarding, and offboarding.
•Support associate development through performance management, including goal setting and monthly performance coaching.
•Supervise work of branch support staff: prioritize tasks, assign work, monitor progress, schedule coverage, and manage timecard approvals.

Key Requirements

•High school diploma or equivalent required; bachelor’s degree preferred.
•Must be SIE, Series 7, and 63/65 or 66 licensed with 1 year.
•3+ years of industry experience as a registered client specialist or comparable role; previous supervisory experience strongly preferred.
•Knowledge of advanced sales support functions.
•Proficiency with Microsoft Office (Word, Excel, PowerPoint) and PWM technology and productivity tools.

Experience:3+ yearsFinancial services

Education:High School

Skills:Organizational skillsLeadershipCommunicationAnalytical skillsAttention to detailFollow-through

Licenses:SIESeries 763/6566

Tech Stack:Microsoft OfficeWordExcelPowerPointPWM

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

1 week 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Perform advanced administrative and professional support for the branch management team.
•Assist with supervision of branch support staff, including onboarding, training, development, and associate communication.
•Own employment lifecycle activities for branch associates, including interviewing, onboarding, and offboarding.
•Support associate development through performance management, including goal setting and monthly performance coaching.
•Supervise work of branch support staff: prioritize tasks, assign work, monitor progress, schedule coverage, and manage timecard approvals.

Key Requirements

•High school diploma or equivalent required; bachelor’s degree preferred.
•Must be SIE, Series 7, and 63/65 or 66 licensed with 1 year.
•3+ years of industry experience as a registered client specialist or comparable role; previous supervisory experience strongly preferred.
•Knowledge of advanced sales support functions.
•Proficiency with Microsoft Office (Word, Excel, PowerPoint) and PWM technology and productivity tools.

Experience:3+ yearsFinancial services

Education:High School

Skills:Organizational skillsLeadershipCommunicationAnalytical skillsAttention to detailFollow-through

Licenses:SIESeries 763/6566

Tech Stack:Microsoft OfficeWordExcelPowerPointPWM

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