Branch Administrative Supervisor
Core
Supervising branch support staff, managing administrative operations, and providing advanced support to the Branch Manager and Financial Advisors.
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 and team management, employment lifecycle management, performance coaching, training coordination, scheduling, policy interpretation, P&L oversight
Preferred skills
Sales support knowledge, AI tool adoption, workflow delegation, analytical skills
Technologies
AI-enabled solutions
Responsibilities
Supervise and evaluate branch support staff; manage hiring, onboarding, and offboarding; conduct performance reviews and coaching; coordinate staff training; schedule work hours and approve timecards; act as backup Client Specialist for client service; lead monthly staff meetings; resolve operational problems and interpret policies; oversee P&L alongside Branch Manager
Seniority
Senior, hands-on IC