Regional Administrator

Morgan Stanley•Dallas, TX

About The Position

The Regional Administrator (RA) provides overall administrative support to the Regional Director and regional team while leading the Market and Branch Administrators in the region. The role involves broad exposure to the business and offers opportunities to develop skills and progress within the company. Responsibilities include supporting expense management; coordinating regional events and meetings; maintaining financial and expense information; working with Accounts Payable on invoices and vendor matters; serving as a liaison with internal and external business partners; coordinating regional initiatives and HR processing; and providing administrative, office, facilities, and project support. The RA also guides Market Administrators and participates in training and firm initiatives. The position requires a high school diploma or equivalent; a college degree is preferred. Three or more years of related experience is a plus. The role reports to the Regional Director and/or Regional Business Service Officer. Morgan Stanley describes a collaborative, inclusive workplace and offers comprehensive employee benefits and career mobility opportunities.

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.
Team-oriented and able to collaborate with others.
Ability to work in a fast-paced, evolving environment.
Adaptable and able to multitask.
Proactive or self-starter.
Ability to exercise discretion 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.
Three or more years of related experience is a plus.

Responsibilities

Prepare, review, and approve Travel & Entertainment and Events and Conferences expenses using online business systems.
Coordinate regional events and meetings, including pre-approvals, logistics, materials, and accounting.
Maintain and review regional finance and expense management information.
Work with Accounts Payable on invoices, vendor setup and maintenance, payment reconciliations, and payment issues.
Navigate firm resources and liaise between the Region and internal and external business partners; manage requests and escalate as needed.
Communicate and manage firm initiatives for the Region, including Global Volunteer Month and the Annual Appeal.
Manage Human Resources processing, including I-9 processing and regional team new-hire onboarding.
Participate in available training and education programs to stay current on policies, procedures, risk awareness, and licensing requirements.
Participate proactively in firm initiatives directed by regional management.
Facilitate or conduct regional ad hoc projects, training, and events as needed.
Provide administrative support to the Regional Management team, including telephone coverage, travel arrangements, meeting and event coordination, and file and calendar maintenance.
Lead office management efforts, including maintaining supplies, ordering business cards and stationery, supporting regional business continuity planning, and serving as a facilities-management contact.
Serve as a point of contact for real estate, facilities management, and market projects, including technology projects, migrations, and equipment installations or replacements.
Lead local administrative efforts, including Alternative Flexible Grid checkpoints, CPR/AED training and certifications, and annual certification of registrations and market data expenses.
Assist with firm remediations as needed.
Provide guidance to and serve as a point of contact for Market Administrators.