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Administrative Supervisor

1 month ago

Omaha, Nebraska, United States Baird Full time
Job Summary

The Branch Administrative Supervisor is a key member of the Baird 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 development. The successful candidate will have a strong background in sales support functions and excellent organizational skills.

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.
  • Resolves problems and interprets policies, procedures, and guidelines for staff.
  • May be responsible for P&L oversight alongside branch manager.

What We Offer
  • A fast-paced environment that will enable you to grow as a professional.
  • A team of associates passionate about achieving great results for clients and giving back to the communities where we live and work.

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 to effectively organize tasks/people in order to achieve specific goals.
  • Ability to work well in and effectively lead a team.
  • Excellent written and verbal communications skills
  • Superior analytical skills with a focus on detail.