Branch Administrator

Morgan Stanley • Homewood, AL

3d

About The Position

The Branch Administrator (BA) provides overall administrative support for the Branch, assisting the Branch Manager with matters affecting branch facilities, Financial Advisors, and Support Staff. At the direction of Market Management, the BA may support multiple branch locations. The BA is expected to act as a culture carrier for the firm’s core values. The role provides exposure to many aspects of the business and opportunities to develop skills and progress within the organization.

Responsibilities include supporting expense management; coordinating branch meetings and events; working with Accounts Payable on invoices, vendors, and payment issues; and maintaining branch finance and expense information. The BA also supports management and Human Resources processes, communicates firm and market initiatives, participates in training, and facilitates projects and events.

The role provides office administration support, including telephone coverage, travel arrangements, meeting coordination, file and calendar maintenance, facilities and personnel support, office supply and business continuity management, and coordination of technology projects and market initiatives. Other duties may be delegated by the Market Management Team.

Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Requirements

• High school diploma or equivalent.
• Strong computer skills and knowledge of Microsoft Office.
• Excellent verbal and written communication skills, including telephone coverage.
• Strong time management skills.
• Good judgment.
• Exceptional interpersonal and client service skills.
• Attention to detail and superior organizational skills.
• Ability to prioritize work.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• Adaptability and ability to multitask.
• Proactive or self-starter approach.
• 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).
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• College degree preferred.
• Two or more years of related experience is a plus.

Responsibilities

• Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests using online business systems and ensure compliance with firm policy.
• Coordinate branch events and meetings, including pre-approvals, logistics, planning, and accounting for meetings involving employees, management, councils, National Sales partners, external wholesalers, and others as directed.
• Work with Accounts Payable to manage invoices, vendor setup and maintenance, payment reconciliations, and payment issues.
• Maintain and review branch finance and expense management information in collaboration with MBSO and/or the Business Service Officer (BSO).
• Navigate firm resources and act as a liaison with the Market Administrator and other internal and external business partners; manage requests and escalate as needed.
• Provide organizational support for Human Resources using associated systems, including I-9 processing, new-hire onboarding, internal transfers, and employee termination paperwork.
• Participate proactively in firm initiatives directed by local management.
• Communicate and manage firm, regional, and market initiatives for the Branch, including Global Volunteer Month and the Annual Appeal, as directed.
• Participate in training and education programs to stay current on policies, procedures, risk awareness, and licensing requirements for branch personnel.
• Facilitate or conduct branch projects, training, and events as needed.
• Perform administrative functions for the Branch Management team, including telephone coverage, business travel arrangements, meeting and event coordination, and file and calendar maintenance.
• Serve as a point of contact for branch facilities management and maintain current office utilization information in the internal firm system.
• Serve as a point of contact for personnel needs, including benefits enrollment, registration and licensing, and communicating HR and registration policies and updates.
• Handle local administrative tasks such as Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, and 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 serving as the primary contact for the Rapid Notification System.
• Assist with firm remediations as needed.
• Act as a point of contact for technology projects, migrations, equipment installations, and replacements.
• Coordinate with the Market Administrator on market-driven projects and initiatives and ensure backup Administrator coverage.
• Administer other duties delegated by the Market Management Team.
• Maintain confidentiality and exercise discretion when handling sensitive matters.
• Obtain the applicable Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, as required.

Benefits

• Morgan Stanley states that it offers comprehensive employee benefits and perks and supports employees and their families throughout their work-life journey; specific benefits are not listed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED