Branch Administrator
PowerToFly
Position Summary The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations. As a BA, you act as a culture carrier, supporting the firm’s core values. Duties and Responsibilities Expense Management Support Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy using online business systems. Coordinate events and meetings for the Branch, including pre-approvals, logistics/planning, and accounting for meetings with employees, 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 firm’s resources and act as a liaison with the Market Administrator and other internal and external partners, managing requests and escalating as needed. Provide organizational support for Human Resources using associated HR systems (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) as well as regional and Market initiatives. Actively engage in 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, policy updates related 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 certifications 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 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 on market‑driven projects and initiatives and ensure 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‑oriented 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 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). Reports To Branch Manager Salary and Benefits Salary range for the position: $55,000 to $95,000 per hour. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including sick leave consistent with state and local law, parental leave and 10 vacation days annually), 10 paid holidays, 401(k), and short/long‑term disability, in addition to other special perks reserved for employees. Equal Opportunity Employer Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. #J-18808-Ljbffr PowerToFly
$21 - $25 per hour
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