Branch Administrative Supervisor

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).

Supervises and Evaluates

• Supervises and evaluates the work of branch support staff
• Prioritizes work, assigns tasks, and monitors progress

Employment Life Cycle

• Interviews and onboards or offboards branch associates
• Responsible for ongoing associate development through the performance management process
• Facilitates setting associate goals and ongoing monthly performance coaching to establish proper career development
• Ensures alignment of goals with branch and FA business plans

Training and Support

• 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

Client Service and Meetings

• 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

Problem Resolution and Policies

• Solves problems and interprets policies, procedures, and guidelines for staff

Special Projects

• May be responsible for P&L oversight alongside the Branch Manager
• Performs other duties and special projects as assigned

Supervision

• Supervises up to 10 branch office support staff