Branch Administrative Supervisor I

Baird•Columbus, OH

About The Position

About the Role: The Branch Administrative Supervisor (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 Impact You’ll Make: Performs 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. Facilitates setting associate goals and ongoing monthly performance coaching to establish proper career development. In addition, ensures alignment of goals with branch and FA business plans. Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately. Assist with plans and leads monthly staff meetings. Supervises and evaluates the work of the branch support staff. Prioritizes work, assigns tasks and monitors progress. Schedules support staff work hours and time off to provide adequate coverage for the branch’s varied assignments and manages timecard approvals. May act as backup to staff, filling in where necessary. Resolves problems and interprets policies, procedures, and guidelines for staff. Performs other duties and special projects as assigned. Potential to supervise up to 10 branch office support staff. Responsible for various administrative tasks supporting the branch management team i.e. scheduling, check request, booking travel, submitting business expenses, facilities requests etc.

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 preferred.
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

Performs 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.
Facilitates setting associate goals and ongoing monthly performance coaching to establish proper career development.
Ensures alignment of goals with branch and FA business plans.
Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately.
Assist with plans and leads monthly staff meetings.
Supervises and evaluates the work of the branch support staff.
Prioritizes work, assigns tasks and monitors progress.
Schedules support staff work hours and time off to provide adequate coverage for the branch’s varied assignments and manages timecard approvals.
May act as backup to staff, filling in where necessary.
Resolves problems and interprets policies, procedures, and guidelines for staff.
Performs 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.