Branch Administrative Supervisor I

Baird • Denver, CO

22h • Onsite

About The Position

The Branch Administrative Supervisor I (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 BAS performs the daily responsibilities of a CS by providing strong interpersonal service to clients, prospects and associates. They are responsible for, in partnership with the Branch Administrative Manager and Financial Advisors, ongoing associate development through the performance management process, facilitating goal setting and monthly performance coaching. The BAS ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately. They assist with planning and leading monthly staff meetings, supervise and evaluate the work of the branch support staff, prioritize work, assign tasks, and monitor progress. They also schedule support staff work hours and time off to provide adequate coverage and manage timecard approvals. The BAS may act as backup to staff, filling in where necessary, and resolves problems and interprets policies, procedures, and guidelines for staff. They perform other duties and special projects as assigned, with the potential to supervise up to 10 branch office support staff. Additionally, they are responsible for various administrative tasks supporting the branch management team such as scheduling, check requests, booking travel, submitting business expenses, and facilities requests.

Requirements

• High school diploma or equivalent required.
• 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.
• 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.

Nice To Haves

• Bachelor’s degree preferred.
• Previous supervisory experience strongly preferred.

Responsibilities

• Performing advanced administrative, industry and professional support functions for the Branch Management Team.
• Assisting with supervision of the branch support staff, including onboarding, training, development and ongoing associate communication.
• Planning, directing and organizing the branch’s administrative work.
• Developing and recommending branch procedures.
• Researching and completing special projects.
• Performing the daily responsibilities of a CS by providing strong interpersonal service to clients, prospects and associates.
• Responsible for, in partnership with the Branch Administrative Manager and Financial Advisors, ongoing associate development through the performance management process.
• Facilitating setting associate goals and ongoing monthly performance coaching to establish proper career development.
• Ensuring alignment of goals with branch and FA business plans.
• Ensuring associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately.
• Assisting with plans and leads monthly staff meetings.
• Supervising and evaluating the work of the branch support staff.
• Prioritizing work, assigning tasks and monitoring progress.
• Scheduling support staff work hours and time off to provide adequate coverage for the branch’s varied assignments and managing timecard approvals.
• Acting as backup to staff, filling in where necessary.
• Resolving problems and interpreting policies, procedures, and guidelines for staff.
• Performing other duties and special projects as assigned.
• Responsible for various administrative tasks supporting the branch management team i.e. scheduling, check request, booking travel, submitting business expenses, facilities requests etc.

Benefits

• $35.18-$47.65 hourly rate
• Bonus potential up to 10.5% of base pay
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• Total Rewards at Baird, which is a summary of our benefits and compensation
• Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees