Branch Administrator

Morgan Stanley • Holladay, UT

5d

About The Position

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

The BA supports expense management, branch operations, management initiatives, human resources processes, office administration, events, facilities, technology projects, and risk-related activities. The position works with the Complex Administrator and internal and external business partners, managing requests and escalating issues as appropriate. 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.
• Demonstrated 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 with others.
• 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).

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 in accordance with firm policy using online business systems.
• Coordinate branch events and meetings, including pre-approvals, logistics, planning, and 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 (BSO).
• Navigate firm resources and serve as a liaison with the Complex Administrator and other internal and external business partners; manage requests and escalate as needed.
• Provide organizational support for HR processes 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 available training and education programs to maintain current knowledge of 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, meeting and event coordination, and file and calendar maintenance.
• Serve as a point of contact for branch facilities management and keep office utilization information up to date in the internal firm system.
• Serve as a point of contact for personnel needs, including benefits enrollment, registration and licensing, and HR and registration policy communications and updates.
• Handle local administrative tasks such as 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 the primary contact for the Rapid Notification System.
• Assist with firm remediations as needed.
• Serve as a point of contact for technology projects, migrations, equipment installs, and replacements.
• Coordinate with the Complex Administrator on Complex-driven projects and initiatives and ensure backup Administrator coverage.
• Administer other duties delegated by the Complex Management Team.

Benefits

• Employee benefits and perks are described as attractive and comprehensive.
• Support for employees and their families throughout their work-life journey.

What This Job Offers

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