Morgan Stanley
Branch Administartor
Berwyn, Pennsylvania, United States of America
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About the role
- 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.
Responsibilities
- 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)
- Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary Office Administration Support
- Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system
Skills
- Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
- There's also ample opportunity to move about the business for those who show passion and grit in their work.
- For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
- High School Diploma/Equivalency
Compensation
- Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directed
Benefits
- Risk Officer) EDUCATION, EXPERIENCE, KNOWLEDGE, and
- Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel)
- Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance
Equal opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Visa & Work Authorization
- ies 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: • Branch Manager To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for
This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.