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Baird · 4 months ago

Branch Administrative Supervisor I

OH-Columbus

Full-time

Onsite

Mid Level

3+ years exp

Robert W. Baird & Co. Incorporated is seeking a Branch Administrative Supervisor to support the Branch Management Team through advanced administrative functions and supervision of branch support staff. The role involves onboarding, training, and development of staff, as well as managing administrative tasks and special projects.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

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

Qualification

SIESeries 766 licensed3+ years industry experienceAdvanced sales support knowledgeMicrosoft Office proficiencySuperior analytical skillsOrganizational skillsEffective team leadershipCommunication skills

Required

High school diploma or equivalent required

Must be SIE, Series 7, 63/65 or 66 licensed with 1 year

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

Consistently demonstrates effective follow-thru and high quality performance

Proficiency and 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 communications skills

Superior analytical skills with a focus on detail

Preferred

Bachelor's degree preferred

3+ years of industry experience as a registered client specialist or comparable role preferred

Previous supervisory experience strongly preferred

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)