Administrative Management, Administrative Skills, Analysis Skills, Business Plan, Career Counseling, Coaching, Communication Skills, Customer Support/Service, Detail Oriented, Establish Priorities, Financial Planning, Financial Services, High School Diploma, Interpersonal Skills, Onboarding, Operational Communications, Organizational Skills, People Management, Performance Management, Presentation/Verbal Skills, Problem Solving Skills, Profit & Loss, Project Tracking, Records Management, Sales Support, Series 7, Set Goals, Team Lead/Manager, Writing Skills
LOCATION
Houston, TX
POSTED
10 days ago
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
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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.