4.0 Cedar Rapids, IA Job Details 21 hours ago Qualifications Customer communication Research High school diploma or GED Series 7 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 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 Related Jobs Branch Administrative Supervisor Save Saved Davenport, IA Branch Administrative Supervisor I Save Saved Denver, CO Branch Administrative Supervisor Save Saved Houston, TX 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.","accountId","40966775","Robert W. 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