Branch Administrator

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 Market 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 systems
  Coordinate 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 directed
  Work with Accounts Payable to manage invoices, vendor set up/maintenance, 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 Market Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed
  Provide 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 management
  Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directed

• 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 maintenance
  Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system
  Serve 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 System
  Assist with firm remediations as needed
  Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage
  Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer)

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
  Excellent verbal and written communication skills, including telephone coverage
  Strong time management skills
  Demonstrates good judgement
  Exceptional interpersonal and client service skills
  Detail orientated with superior organizational skills
  Ability to prioritize work
  Team player with the ability to collaborate with others
  Adaptable and ability to multitask
  Proactive or self-starter
  Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)