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Branch Administrative Supervisor

Robert W. Baird -
Cedar Rapids, IA

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Job Details

Qualifications

Customer communication
Research
High school diploma or GED

Full Job Description

In a vital branch support role, you’ll partner with Financial Advisor and team members to ensure clients – whether local or remote – come first and achieve their long-term goals.

Cedar Rapids, IA
Private Wealth Management
R2026823
On-Site

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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
Some travel required to near by locations

What You’ll Bring to Baird:

Must have SIE, Series 7, 63/65 or 66 licenses or be able to obtain licenses within 1 year

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 or equivalent required; bachelor’s degree preferred

#LI-PWM7

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More About Our Firm

The Baird Way

What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.

Our Multicultural Community Conference

This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.

Honored to be a Best Place to Work

More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.

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branch administrative supervisor jobs in cedar rapids, ia

Branch Administrative Supervisor

Branch Manager

Electrical Senior Superintendent

Marine Interdiction Agent

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Branch Administrative Supervisor

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