Home
/
Administration and Office
/
Sep 19, 2023
Sep 19, 2023-March 2024
Grand Rapids
Mar 16, 2025
ABOUT MORGAN STANLEY
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Sep 19, 2023

  POSITION SUMMARY:

  The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Complex Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business.

  DUTIES and RESPONSIBILITIES:

  Expense Management Support

  Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systemsCoordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directedWork with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issuesMaintain and review Branch finance and expense management information in collaboration with CBSO and/or Business Service Officer (BSO)

  Management Support

  Navigate the firm's resources and act as a liaison with Complex Administrator in addition to other various internal and external business partners, including managing requests and escalating as neededProvide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork)Proactively participate in firm initiatives directed by local managementCommunicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Complex initiatives as directedActively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel)Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary

  Office Administration Support

  Perform administrative functions for Branch Management team, including telephone coverage,business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenanceServe as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm systemServe as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters),Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, 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 acting as the primary point of contact for the associated Rapid Notification SystemAssist with firm remediations as neededAct as a point of contact for technology projects, migrations, equipment installs/ replacementsCoordinate with Complex Administrator as it relates to Complex driven projects and initiatives and ensuring back-up Administrator coverageAdminister other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex Risk Officer)

  QUALIFICATIONS

  EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

  Education and/or Experience

  High School Diploma/EquivalencyCollege degree preferredTwo or more years of related experience is a plus

  Knowledge/Skills

  Strong computer skills and knowledge of Microsoft OfficeExcellent verbal and written communication skills, including telephone coverageStrong time management skillsDemonstrates good judgementExceptional interpersonal and client service skillsDetail orientated with superior organizational skillsAbility to prioritize workTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskProactive or self-starterAbility to be discreet and maintain confidentiality on sensitive mattersWillingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

  Reports to:

  Branch Manager

  Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

  It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

  Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Management Assistant
CO Salary Range: USD 16.00 - 25.60 per hour 6024 - Denver 104th Avenue - 2600 W 104th Ave, Federal Heights, Colorado, 80234 CarMax, the way your career should be! Provide an iconic customer experienc
EVS Manager
Job Description Aramark Healthcare+ is hiring for an EVS Manager for the Temple Clinics Region. Hours will vary including lates and weekends. The Environmental Services (EVS) Manager is responsible f
Freight Handler - Hiring Event
Freight Handler - Hiring Event What you'll do As a Freight Handler at Walmart Supply Chain, you will have a critical role in moving product through our Distribution network to the Stores to service o
Business Office Associate - Full Time
7209 - Augusta - 130 Mason McKnight Jr. Pkwy, Augusta, Georgia, 30907 CarMax, the way your career should be! Provide an iconic customer experience - Summary: Under general direction from the Business
Eligibility Analyst
Eligibility Analyst - Remote This Eligibility Analyst role with UnitedHealth Group will call on your knowledge, your energy and your commitment to making health care work more effectively for more pe
Starbucks Coffee shop clerk-Metro Market Level Program
Company Name: Roundy's Position Type: Employee FLSA Status: Non-Exempt Position Summary: Demonstrate a love for food and passion for people while creating an excellent customer experience by maintain
Distribution Warehouse Maintenance - Hiring Event
Distribution Warehouse Maintenance - Hiring Event What you'll do As a member of the Maintenance team, you will be responsible for repairs and preventative maintenance on Distribution Center equipment
Customer Service Booth Manager
Company Name: Smith's Food and Drug Position Type: Employee FLSA Status: Non-Exempt Position Summary: Create an outstanding customer experience through exceptional service. Establish and maintain a s
Receptionist
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providi
Registry Clerk - (Five Days/Week in Office)
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a bro
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved