Branch Administrator
Branch Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
POSITION SUMMARY:
The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch including assisting the Branch Manager in connection with matters affecting the Branch facilities Financial Advisors and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Market Management team. As a BA you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business.
DUTIES and RESPONSIBILITIES:
Expense Management Support
Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems
Coordinate events and meetings for the Branch including all pre-approvals event logistics/planning and accounting for meetings including employee management Councils National Sales partners external wholesalers and others as directed
Work with Accounts Payable to manage invoices vendor set up/maintenance payment reconciliations or issues
Maintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO)
Management Support
Navigate the firms resources and act as a liaison with Market Administrator in addition to other various internal and external business partners including managing requests and escalating as needed
Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing New Hire onboarding internal transfers and employee termination paperwork)
Proactively participate in firm initiatives directed by local management
Communicate and manage firm initiatives for the Branch (e.g. Global Volunteer Month Annual Appeal) as well as regional and Market initiatives as directed
Actively engage in available training and education programs to maintain current status on policies procedures and risk awareness (including licensing requirements for Branch personnel)
Facilitate and/or conduct ad hoc projects training and events for the Branch as necessary
Office Administration Support
Perform administrative functions for Branch Management team including telephone coverage business travel arrangements coordination of internal and external meetings & events and file & calendar maintenance
Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system
Serve as a point of contact for personnel needs (e.g. benefits enrollment registration/licensing and communication of policy and updates as it relates to HR and Registration matters)
Serve as a point of contact for local administrative tasks (e.g. Alternative Flexible Grid (AFG) checkpoints CPR/AED training and certifications annual certification of registrations and market data expenses)
Lead office management efforts including maintaining office supplies ordering business cards and stationery maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System
Assist with firm remediations as needed
Act as a point of contact for technology projects migrations equipment installs/ replacements
Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage
Administer other duties as delegated by the Market Management Team (Market Manager Associate Market Manager Market Business Service Officer Sr. Risk Officer)
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Two or more years of related experience is a plus
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office
Excellent verbal and written communication skills including telephone coverage
Strong time management skills
Demonstrates good judgement
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Ability to prioritize work
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment Adaptable and ability to multitask
Proactive or self-starter
Ability to be discreet and maintain confidentiality on sensitive matters
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
Branch Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
