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Morgan Stanley

Manages investments and advises on financing

Market Administrator

Administrative SupportPosted on Nov 9
Full-timeRochester, NY, USAIn-person

About the Job

Requirements

  • A high school diploma or equivalency is required.
  • Two or more years of related experience is a plus.
  • Strong computer skills and knowledge of Microsoft Office are required.
  • Strong verbal and written communication skills, including telephone coverage, are required.
  • Strong time management abilities are required.
  • Good judgment is required.
  • Interpersonal and client service skills are required.
  • Attention to detail and organizational skills are required.
  • Ability to prioritize work is required.
  • Ability to collaborate with others is required.
  • Ability to work in a fast-paced, evolving environment is required.
  • Adaptability and ability to multitask are required.
  • A proactive, self-starting approach is required.
  • Ability to maintain discretion and confidentiality on sensitive matters is required.
  • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA), is required.

Responsibilities

  • Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy using online business systems.
  • Coordinate market events and meetings, including pre-approvals, event logistics and planning, and meeting accounting for Market Management, Regional Councils, National Sales partners, external wholesalers, and others as directed.
  • Work with Accounts Payable to manage invoices, vendor setup and maintenance, and payment reconciliations or issues.
  • Maintain and review market finance and expense management information in collaboration with the Market Business Service Officer and/or Business Service Officer.
  • Navigate firm resources and act as a liaison with Regional Administrators and other internal and external business partners, managing requests and escalating as needed.
  • Provide organizational support for Human Resources using associated HR systems, including I-9 processing, new-hire onboarding, internal transfers, and employee termination paperwork.
  • Participate in firm initiatives directed by local management.
  • Communicate and manage firm initiatives for the market, such as Global Volunteer Month and the Annual Appeal, as well as regional initiatives as directed.
  • Participate in available training and education programs to maintain current knowledge of policies, procedures, and risk awareness, including licensing requirements for market personnel.
  • Facilitate and/or conduct ad hoc projects, training, and events for the market as necessary.
  • Perform administrative functions for the Market Management Team, including telephone coverage, business travel arrangements, and file and calendar maintenance.
  • Serve as a point of contact for market facilities and real estate management, including refurbishments and reconfigurations.
  • Serve as a point of contact for market personnel needs, including benefits enrollment, registration and licensing, and communication of HR and Registration policies and updates.
  • Serve as a point of contact for local administrative tasks, including Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, and 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 a point of contact for facilities management.
  • Assist with firm remediations as needed.
  • Act as a point of contact for technology projects, migrations, and equipment installs or replacements.
  • Maintain up-to-date office utilization information in the firm's internal system.
  • Provide guidance and act as a point of contact for Branch Administrators.
  • Coordinate with Branch Administrators on market-driven projects and ensure backup Administrator coverage.
  • Administer other duties as delegated by the Market Management Team.

Desired Qualifications

  • A college degree is preferred.

About the Company

Morgan Stanley

Manages investments and advises on financing

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1935

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