
Leading company in the financial services industry
Branch Administrator
Job DescriptionPOSITION 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 systemsCoordinate 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 directedWork with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issuesMaintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO)Management Support Navigate the firm’s 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 neededProvide 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 managementCommunicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directedActively 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 necessaryOffice Administration SupportPerform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenanceServe as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm systemServe 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 SystemAssist with firm remediations as neededAct as a point of contact for technology projects, migrations, equipment installs/ replacementsCoordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverageAdminister 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/EquivalencyCollege degree preferredTwo or more years of related experience is a plusKnowledge/Skills Strong computer skills and knowledge of Microsoft OfficeExcellent verbal and written communication skills, including telephone coverageStrong time management skillsDemonstrates good judgementExceptional interpersonal and client service skillsDetail orientated with superior organizational skillsAbility to prioritize workTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskProactive or self-starterAbility to be discreet and maintain confidentiality on sensitive mattersWillingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Reports to: Branch ManagerWHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Morgan Stanley's 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).
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Morgan Stanley 소개

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
직원 수
New York
본사 위치
$150B
기업 가치
리뷰
10개 리뷰
4.1
10개 리뷰
워라밸
2.8
보상
4.2
문화
3.7
커리어
4.1
경영진
2.9
75%
지인 추천률
장점
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
단점
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
연봉 정보
6,221개 데이터
Junior/L3
Director
Junior/L3 · Operations Analyst
441개 리포트
$83,240
총 연봉
기본급
$76,802
주식
-
보너스
$6,438
$60,778
$115,186
면접 후기
후기 6개
난이도
3.2
/ 5
소요 기간
21-35주
면접 과정
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
자주 나오는 질문
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
최근 소식
Morgan Stanley upgrades ITM Power, raises PT to 170p on profitability outlook - Investing.com
Investing.com
News
·
1w ago
STX stock on track to hit fresh record highs — here’s why Morgan Stanley, Citi, Mizuho see further upside - MSN
MSN
News
·
1w ago
STX Stock On Track To Hit Fresh Record Highs — Here’s Why Morgan Stanley, Citi, Mizuho See Further Upside - Stocktwits
Stocktwits
News
·
1w ago
Morgan Stanley’s Slimmon Says Be Ready to Buy Short-Term Pullback in Stocks - Bloomberg
Bloomberg
News
·
1w ago