Branch Administrative Supervisor I

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 :

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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.