What are the responsibilities and job description for the Branch Administrator position at Morgan Stanley?
Branch Administrator
Job Number:
3190142
POSTING DATE: Oct 21, 2021
PRIMARY LOCATION: Americas-United States of America-Maryland-Rockville
EDUCATION LEVEL: Refer to Position Description
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt
DESCRIPTION
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.
DUTIES and RESPONSIBILITIES:
Perform administrative functions for Branch Management team, including but not limited to, telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance
Navigate firm resources and act as a liaison between Branch Management and various internal and external business partners – address requests and escalate as necessary
Serve as a point of contact for Branch employees, including but not limited to, benefits/enrollments and registration/licensing and assist with communication around policy and updates as it relates to HR and Registration items
Responsible for office management, such as maintaining office supplies, ordering business cards and stationery, assisting in business continuity planning, and acting as point of contact for facilities management
Provide administrative support for HR processes (I-9 processing, New Hire and Termination paperwork, Workday, and Taleo)
Act as a point of contact for technology projects, migrations, equipment installs/ replacements
Prepare and review T&Es and ENC requests to ensure compliance with Firm policy utilizing online business systems, such as Concur, Ariba, and SMAART
Maintain and review Branch finance and expense management information
Proactively participate in firm initiatives directed by local management
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
Facilitate and/or conduct ad hoc projects, trainings, and events for the Branch as necessary
Responsible for keeping office utilization updated via the Manhattan System
QUALIFICATIONS
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Two or more years of related experience is a plus
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Excellent verbal and written communication, and telephone coverage skills
Strong time management and solid judgment
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize workflow
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Reports to:
Branch Manager
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.
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