Branch Administrative Supervisor I
Core
Provides advanced administrative and professional support to the Branch Management Team while supervising branch support staff and performing daily Client Specialist functions.
Role type
Branch Administrative Supervisor I (Hybrid IC/Supervisor)
Builds
Branch operational efficiency and staff development
Domain
Financial Services / Wealth Management
Required skills
SIE, Series 7, 63/65, or 66 license; 1+ year licensed experience; 3+ years industry experience as registered client specialist or comparable role; supervisory experience; advanced sales support knowledge; Microsoft Office proficiency; PWM technology proficiency
Preferred skills
Bachelor's degree; AI-enabled solutions aptitude; strong organizational and delegation skills; analytical skills with focus on detail
Responsibilities
Supervise and evaluate branch support staff; schedule staff work hours and manage timecards; facilitate associate goal setting and performance coaching; resolve problems and interpret policies for staff; perform daily Client Specialist duties including client service; handle administrative tasks like scheduling, check requests, travel booking, and expense submissions
Seniority
Mid-level, hands-on IC with supervisory responsibilities