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 Supervisoris responsibleforassistingwith supervision of the branch support staff, including onboarding, training,developmentand ongoing associate communication. The position also includes planning,directingand organizing the branch27s administrative work,developingand recommending branch procedures, and researching and completing special projects.This position will require a comprehensive understanding of ClientSpecialist(CS) functions and expectations.

The Impact You27ll Make:

• Responsible for the employment life cycle, including interviewing and onboarding or off boarding, of branch 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 toestablishproper career development. In addition, ensures alignment of goals with branch and FA business plans

• Ensures associates are aware of PWM branch initiatives andcommunicatesadministrative and operational topics to staff appropriately.Assistwith plans andleadsmonthly staff meetings

• Supervises and evaluates the work of the branch support staff. Prioritizes work, assignstasksandmonitorsprogress

• Schedules support staff work hours and time off to provide adequate coverage for the branch27s varied assignments andmanagestimecard 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 specialprojects asassigned

• Potential to supervise up to 10 branch office support staff

• Responsible for various administrative tasks supporting the branch management teami.e.scheduling, checkrequest, bookingtravel,submittingbusiness expenses, facilitiesrequestsetc.

What You27ll Bring to Baird:

• High school diploma or equivalent required. Bachelor's degree preferred, not required

• Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain licenses within1 year

• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred

• 3+ years of industry experience as a registered client specialist or comparable role preferred.Previoussupervisory experiencestronglypreferred

• Knowledge of advanced sales support functions

• Strong organizational skills - ability to prioritize and delegate branch27s daily workflow to effectively organize tasks/peoplein order toachieve specific goals

• Consistentlydemonstrateseffective follow-thruandhigh qualityperformance

• Proficiencyand 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 communicationsskills

• Superior analytical skills with a focus on detail

Compensation and Benefits:

• $33.59 - $45.49 hourly rate

• Bonus potential up to 10.5% of base pay

• Compensation and bonus are commensurate with experience, performance and/or firm profitability

• Check out ourTotal Rewards at Baird, which is a summary of our benefits and compensation