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
Senior IC branch administrative supervisor
Builds
Branch operational efficiency and staff development
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Supervision of support staff, performance management, scheduling, policy interpretation, expense management, travel booking, Microsoft Office proficiency, PWM technology knowledge
Preferred skills
SIE, Series 7, 63/65, or 66 licenses, 3+ years industry experience as registered client specialist, previous supervisory experience, advanced sales support knowledge
Responsibilities
Supervise and evaluate branch support staff work, facilitate associate goal setting and monthly performance coaching, schedule staff work hours and manage timecards, resolve staff problems and interpret policies, perform daily Client Specialist duties for clients and prospects, manage administrative tasks including check requests and facilities requests
Seniority
Mid-level, hands-on IC with supervisory responsibilities