Branch Administrator

Morgan Stanley • New York, NY

9d • $55,000 - $95,000

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. The BA may support multiple branch locations at the direction of Market Management. The role also serves as a culture carrier for the firm’s core values and offers exposure to many aspects of the business, with opportunities to build skills and progress within the organization.

The position supports branch expense management, events, human resources processes, office administration, facilities, technology projects, and firm and market initiatives. The BA works with internal and external partners, maintains information and records, coordinates logistics, and handles sensitive matters with discretion. The role reports to the Branch Manager.

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).
• Applicants must be legally authorized to work in the United States and must not require 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 through online business systems to ensure compliance with firm policy.
• Coordinate branch events and meetings, including pre-approvals, planning, logistics, and accounting for meetings involving employees, management, councils, National Sales partners, external wholesalers, and others as directed.
• Work with Accounts Payable on invoices, vendor setup and maintenance, payment reconciliations, and related issues.
• Maintain and review branch finance and expense management information 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, managing requests and escalating as needed.
• Provide organizational support for Human Resources processes, 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.
• Participate in training and education programs to stay current on policies, procedures, risk awareness, and licensing requirements for Branch personnel.
• Facilitate or conduct ad hoc branch projects, training, and events as needed.
• Perform administrative functions for the Branch Management team, including telephone coverage, business travel arrangements, internal and external 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 point of contact for the Rapid Notification System.
• Assist with firm remediations as needed.
• Serve 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.
• Perform other duties delegated by the Market Management Team, including the Market Manager, Associate Market Manager, Market Business Service Officer, and Senior Risk Officer.

Benefits

• Morgan Stanley describes its employee benefits and perks as attractive and comprehensive, and notes that it supports employees and their families throughout their work-life journey.
• Depending on the position, total compensation may include commission earnings, incentive compensation, discretionary bonuses, short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.

What This Job Offers

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