Branch Administrator
Morgan Stanley
About the Role
The Branch Administrator (BA) provides overall administrative support for the Branch, assisting the Branch Manager with matters concerning Branch facilities, Financial Advisors, and Support Staff. The BA may manage multiple branch locations. This role involves acting as a culture carrier for the firm's core values, offering insights into the business at a high level and opportunities for skill development and career progression.
Key Responsibilities
Expense Management Support
- Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests for compliance with Firm policy using online business systems.
- Coordinate Branch events and meetings, including pre-approvals, logistics, planning, and accounting.
- Work with Accounts Payable to manage invoices, vendor setup/maintenance, and payment reconciliations.
- Maintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO).
Management Support
- Navigate firm resources and act as a liaison with Market Administrator and other internal/external business partners, managing requests and escalating as needed.
- Provide organizational support for Human Resources using HR systems (e.g., I-9 processing, New Hire onboarding, internal transfers, 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) and regional/Market initiatives.
- Engage in training and education programs to maintain current status on policies, procedures, and risk awareness (including licensing requirements for Branch personnel).
- Facilitate ad hoc projects, training, and events for the Branch.
Office Administration Support
- Perform administrative functions for the Branch Management team, including telephone coverage, business travel arrangements, meeting coordination, and file/calendar maintenance.
- Serve as a point of contact for Branch facilities management and maintain office utilization information.
- Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, communication of HR and Registration policy updates).
- Handle local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations, 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 Rapid Notification System.
- Assist with firm remediations as needed.
- Act as a point of contact for technology projects, migrations, and equipment installations/replacements.
- Coordinate with Market Administrator on Market-driven projects and initiatives, ensuring back-up Administrator coverage.
- Administer other duties as delegated by the Market Management Team.
Qualifications
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 judgment
- Exceptional interpersonal and client service skills
- Detail-oriented with superior organizational skills
- Ability to prioritize work
- Team player with the ability to collaborate
- Ability to work in a fast-paced, evolving environment
- Adaptable and able 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)