Branch Administrative Supervisor

Baird•Asheville, NC

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. What You’ll Bring to Baird: High school diploma or equivalent required. Bachelor’s degree preferred. 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. Previous supervisory experience strongly 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. #LI-PWM5 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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.