The Branch Administrative Supervisor (BAS) is primarily responsible for performing advanced administrative, industry and professional support functions for the Branch Manager and / or Financial Advisor(s).

In addition, the Branch Administrative Supervisor is 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.

This position will also perform the daily responsibilities of a Client Specialist (CS).

As a Branch Administrative Supervisor, you will :

• Performs the daily responsibilities of a CS by providing strong interpersonal service to clients, prospects and associates.
• Responsible for the employment life cycle, including interviewing and onboarding or off boarding, 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 / arranges training for all branch support associates to ensure their work is linked to Financial Advisor (FA) and branch business needs.
• Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately.

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.

• Resolves problems and interprets policies, procedures, and guidelines for staff.
• May be responsible for P&L oversight alongside branch manager.
• Performs other duties and special projects as assigned.
• Supervises up to 10 branch office support staff.

What makes this opportunity great :

• Fast paced environment that will enable you to grow as a professional.
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.

What we look for :

• High school diploma or equivalent required. Bachelor’s degree preferred.
• Must be SIE, Series 7, 63 / 65 or 66 licensed.
• 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 - ability to prioritize and delegate branch’s daily workflow to effectively organize tasks / people in order to achieve specific goals.
• Ability to work well in and effectively lead a team.
• Excellent written and verbal communications skills
• Superior analytical skills with a focus on detail.

LI-PWM4

Last updated : 2024-06-25