Branch Administrator

About the role

The Branch Administrator (BA) provides overall administrative support for the Branch, including assisting the Branch Manager with matters affecting Branch facilities, Financial Advisors, and Support Staff. The BA may oversee multiple branch locations as directed by the Market Management team and acts as a culture carrier for the firm’s core values. This role offers exposure to all aspects of the business at a high level and presents opportunities for skill development and career progression.

Responsibilities

• Expense Management Support
  • Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with firm policy using online business systems.
  • Coordinate events and meetings for the Branch, including pre-approvals, logistics, planning, and accounting for meetings involving employees, management, Councils, National Sales partners, external wholesalers, and others.
  • Work with Accounts Payable to manage invoices, vendor setup/maintenance, and payment reconciliations or issues.
  • Maintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO).
• Management Support
  • Navigate the firm’s resources and act as a liaison with the Market Administrator and other internal/external business partners, managing requests and escalating as needed.
  • Provide organizational support for Human Resources, including I-9 processing, new hire onboarding, internal transfers, and employee termination paperwork.
  • Proactively participate in firm initiatives directed by local management.
  • Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives.
  • Engage in available training and education programs to maintain current knowledge of 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 the Branch Management team, including telephone coverage, business travel arrangements, coordination of internal/external meetings, and file/calendar maintenance.
  • Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the firm’s internal system.
  • Address personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy updates related to HR and Registration matters).
  • Handle 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, and managing business continuity plans. Act as the primary point of contact for the Rapid Notification System.
  • Assist with firm remediations as needed.
  • Act as a point of contact for technology projects, migrations, equipment installations/replacements.
  • Coordinate with the Market Administrator on Market-driven projects and initiatives, ensuring backup Administrator coverage.
  • Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer).

Requirements

• High School Diploma or equivalent; college degree preferred.
• Two or more years of related experience is a plus.

Skills

• Strong computer skills and proficiency in Microsoft Office.
• Excellent verbal and written communication skills, including telephone coverage.
• Strong time management and prioritization skills.
• Demonstrates good judgment and exceptional interpersonal/client service skills.
• Detail-oriented with superior organizational skills.
• Ability to work collaboratively in a team and adapt to a fast-paced, evolving environment.
• Proactive, self-starter with the ability to multitask.
• Ability to maintain confidentiality on sensitive matters.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses.

Benefits

Morgan Stanley offers some of the most attractive and comprehensive employee benefits and perks in the industry, supporting employees and their families at every point along their work-life journey. The firm provides ample opportunity for career movement for those who demonstrate passion and grit in their work.