Morgan Stanley

Manages investments and advises on financing

PWM Branch Administrator

Administrative SupportConfirmed live in the last 24 hours

Full-timeSan Francisco, CA, USA$45k - $95k /yrIn-person

About the Job

Requirements

A high school diploma or equivalent is required.
Strong computer skills and knowledge of Microsoft Office are required.
Strong verbal and written communication skills, including telephone coverage, are required.
Strong time management skills and good judgment are required.
Exceptional interpersonal and client service skills are required.
Detail orientation and superior organizational skills are required.
Ability to prioritize work, collaborate with others, and work in a fast-paced, evolving environment is required.
Adaptability, ability to multitask, and a proactive or self-starting approach are required.
Ability to exercise discretion and maintain 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 and Events and Conferences expense requests to ensure compliance with firm policy using online business systems.
Coordinate branch events and meetings, including pre-approvals, event logistics and planning, and accounting for meetings involving employees, management, 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 branch finance and expense management information in collaboration with the CBSO and/or Business Service Officer.
Navigate firm resources and act as a liaison with the Complex Administrator 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 proactively in firm initiatives directed by local management.
Communicate and manage firm initiatives for the branch, including Global Volunteer Month and the Annual Appeal, as well as regional and Complex initiatives as directed.
Participate in training and education programs to maintain current knowledge of policies, procedures, and risk awareness, including licensing requirements for branch personnel.
Facilitate or conduct ad hoc branch projects, training, and events as necessary.
Perform administrative functions for the Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings and events, and file and 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, 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 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 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, and equipment installs or replacements.
Coordinate with the Complex Administrator on Complex-driven projects and initiatives and ensure backup Administrator coverage.
Administer other duties as delegated by the Complex Management Team.

Desired Qualifications

A college degree is preferred.
Two or more years of related experience is a plus.

POSITION SUMMARY:
The PWM 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 Complex 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 CBSO and/or Business Service Officer (BSO)

Management Support

Navigate the firm’s resources and act as a liaison with Complex 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 Complex initiatives as directed
Actively engage in available training and education programs to maintain current status on 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 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
Act as a point of contact for technology projects, migrations, equipment installs/ replacements
Coordinate with Complex Administrator as it relates to Complex driven projects and initiatives and ensuring back-up Administrator coverage
Administer other duties as delegated by the Complex Management Team (Complex Manager, Associate Complex Manager, Complex Business Service Officer, Sr. Complex 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
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 on sensitive matters
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Reports to:

Branch Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $45k and $95k per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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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