Branch Administrative Supervisor

Company : Baird

Job Type : Full Time

Houston

Job Description - Branch Administrative Supervisor

About the Role:

The Branch Administrative Supervisor (BAS) is primarily responsible for supervising the work 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. In addition, the Branch Administrative Supervisor performs advanced administrative, industry, and professional support functions for the Branch Manager and/or Financial Advisor(s).

The Impact You'll Make:

Supervises and evaluates the work of branch support staff; prioritizes work, assigns tasks, and monitors progress
Responsible for the employment life cycle, including interviewing and onboarding or offboarding, of branch associates
Responsible for, in partnership with the Branch 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
Coordinates and arranges training for branch support associates to ensure alignment with Financial Advisor (FA) and branch business needs
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
Performs the daily responsibilities of a Client Specialist (CS) by providing strong interpersonal service to clients, prospects and associates
Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately Plans and leads monthly staff meetings
Resolves problems and interprets policies, procedures, and guidelines for staff
May be responsible for P&L oversight alongside the Branch Manager
Performs other duties and special projects as assigned
Supervises up to 10 branch office support staff

What You'll Bring to Baird:

SIE, Series 7, and 63/65 or 66 licenses required
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 with the ability to prioritize and delegate workflows to achieve business objectives
Ability to work effectively in and supervise a team environment
Excellent interpersonal, written, and verbal communication skills
Strong analytical skills with attention to detail
High school diploma required Bachelor's degree strongly preferred

#LI-PWM4

Original job Branch Administrative Supervisor posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Share Job

Get your Resume Reviewed for Free

Similar Branch Administrative Supervisor Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Branch Administrative Supervisor

Job Description - Branch Administrative Supervisor

Similar Branch Administrative Supervisor Jobs in the US

Mobile Apps