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About the Role
The PWM Branch Administrator (BA) provides administrative support for the Branch, assisting the Branch Manager with facility, Financial Advisor, and Support Staff matters. This role supports multiple branches and acts as a culture carrier for the firm's core values. It offers opportunities to learn about the business and develop skills for career progression.
Responsibilities
- Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests for compliance.
- Coordinate branch events and meetings, including pre-approvals and logistics.
- Process invoices and manage vendor setup/maintenance with Accounts Payable.
- Maintain branch finance and expense management information.
- Liaise with Complex Administrator and other business partners, managing requests and escalations.
- Provide organizational support for Human Resources functions, including onboarding and termination paperwork.
- Participate in and communicate firm initiatives for the Branch.
- Engage in training programs to stay current on policies, procedures, and risk awareness.
- Facilitate ad hoc projects, training, and events for the Branch.
- Perform administrative functions for Branch Management, including travel arrangements and calendar maintenance.
- Serve as a point of contact for Branch facilities management.
- Act as a point of contact for personnel needs, including benefits enrollment and registration/licensing.
- Handle local administrative tasks such as checkpoints and certifications.
- Lead office management efforts, including supplies, business continuity plans, and notification systems.
- Assist with firm remediations as needed.
- Serve as a point of contact for technology projects and equipment management.
- Coordinate with Complex Administrator on projects and ensure backup coverage.
- Administer duties delegated by the Complex Management Team.
Requirements
- High School Diploma/Equivalency
- Two or more years of related experience is a plus
- Strong computer skills and knowledge of Microsoft Office
- Excellent verbal and written communication skills
- Strong time management skills
- Demonstrates good judgement
- Exceptional interpersonal and client service skills
- Detail oriented with superior organizational skills
- Ability to prioritize work
- Team player with the ability to collaborate
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multitask
- Proactive or self-starter
- Ability to be discreet and maintain confidentiality
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Skills
- Microsoft Office
- Verbal communication
- Written communication
- Telephone coverage
- Time management
- Judgement
- Interpersonal skills
- Client service
- Organizational skills
- Prioritization
- Collaboration
- Adaptability
- Multitasking
- Proactiveness
- Confidentiality
Location
- Multiple branch locations
Work Type
- Full-time
Experience Level
- Two or more years of related experience is a plus
Education Level
- High School Diploma/Equivalency
- College degree preferred
Salary/Compensations
- $45k and $95k per year
Benefits
- Attractive and comprehensive employee benefits and perks
About the Company
- Morgan Stanley raises, manages, and allocates capital for clients.
- The firm has a 90-year history.
- Core values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- Supports employees and their families with benefits and perks.
- Offers opportunities for career movement within the business.
Equal Opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- Workforce reflects a broad cross-section of global communities, bringing a variety of backgrounds, talents, perspectives, and experiences.