Branch Administrator

Morgan Stanley•Holladay, UT

About The Position

The Branch Administrator (BA) provides overall administrative support for the Branch and assists the Branch Manager with matters affecting Branch facilities, Financial Advisors, and Support Staff. At the direction of the Complex Management team, the BA may support multiple branch locations. The role also serves as a culture carrier for the firm’s core values and offers exposure to a wide range of business functions, with opportunities to develop skills and progress within the business. Responsibilities span expense management, management support, and office administration. The BA manages expense requests and branch event logistics, coordinates with Accounts Payable, supports HR and firm initiatives, serves as a liaison with internal and external partners, and manages office operations, facilities, technology projects, and related administrative needs.

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.
Detail-oriented with 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, self-starting 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).

Nice To Haves

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

Responsibilities

Manage Travel & Entertainment and Events and Conferences expense requests using online business systems, ensuring compliance with firm policy.
Coordinate Branch events and meetings, including pre-approvals, logistics, planning, and meeting accounting.
Work with Accounts Payable on invoices, vendor setup and maintenance, payment reconciliations, and related issues.
Maintain and review Branch finance and expense management information in collaboration with the CBSO and/or Business Service Officer.
Navigate firm resources and act as a liaison with the Complex Administrator and other internal and external business partners; manage requests and escalate as needed.
Provide HR organizational support using associated systems, including I-9 processing, new-hire onboarding, internal transfers, and termination paperwork.
Participate proactively in firm initiatives directed by local management.
Communicate and manage firm, regional, and Complex initiatives for the Branch as directed.
Participate in training and education programs to remain current on policies, procedures, risk awareness, and licensing requirements for Branch personnel.
Facilitate or conduct Branch projects, training, and events as necessary.
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 communications about HR and registration policies and updates.
Serve as a point of contact for local administrative tasks, including AFG checkpoints, CPR/AED training and certifications, and annual certification of registrations and market data expenses.
Lead office management efforts, including maintaining supplies, ordering business cards and stationery, maintaining business continuity plans, and serving as 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 Complex Administrator on Complex-driven projects and initiatives and ensure backup Administrator coverage.
Perform other duties delegated by the Complex Management Team.