Baird · 7 hours ago
Branch Administrative Supervisor
Baird is a financial services firm, and they are seeking a Branch Administrative Supervisor to perform advanced administrative and professional support functions for the Branch Management Team. The role involves supervising branch support staff, managing the employment life cycle, and ensuring effective communication and development within the team.
Responsibilities
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 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
Required
High school diploma or equivalent required
Must be SIE, Series 7, 63/65 or 66 licensed within 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
Benefits
Bonus potential up to 10.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Comprehensive benefits designed for your life, career and future
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
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
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Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-13
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2025-11-08
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