Administrative Supervisor for Branch Operations
4 hours ago
The Branch Administrative Supervisor is a key member of the Robert W Baird & Co team, responsible for providing advanced administrative support to the Branch Manager and Financial Advisors. This role involves supervising the work of branch support staff, including onboarding, training, and ongoing associate communication. The successful candidate will also be responsible for planning, directing, and organizing the branch's administrative work, developing and recommending branch procedures, and researching and completing special projects.
Key Responsibilities:
- Supervise and evaluate the work of branch support staff, prioritizing tasks and monitoring progress.
- Coordinate training for branch support associates to ensure their work is linked to Financial Advisor and branch business needs.
- Ensure associates are aware of PWM branch initiatives and communicate administrative and operational topics to staff appropriately.
- Responsible for the employment life cycle, including interviewing and onboarding or offboarding, of branch associates.
- Responsible for ongoing associate development through the performance management process, facilitating setting associate goals and monthly performance coaching.
- Perform other duties and special projects as assigned.
Requirements:
- High school diploma or equivalent required, Bachelor's degree preferred.
- Must be SIE, Series 7, 63/65 or 66 licensed.
- 3+ years of industry experience as a registered client specialist or comparable role, previous supervisory experience strongly preferred.
- Knowledge of advanced sales support functions.
- Strong organizational skills, ability to prioritize and delegate branch's daily workflow.
- Ability to work well in and effectively lead a team.
- Excellent written and verbal communications skills.
- Superior analytical skills with a focus on detail.
About Robert W Baird & Co:
Robert W Baird & Co 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.
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