Full-Time

Regional Administrator

Posted on 7/31/2025

Morgan Stanley

Morgan Stanley

10,001+ employees

Global financial services; wealth management

Compensation Overview

$55k - $95k/yr

+ Commission + Incentive Compensation + Discretionary Bonuses + Short and Long-term Incentive Packages + Other Benefit Programs

Company Does Not Provide H1B Sponsorship

White Plains, NY, USA

In Person

Category
Administrative & Executive Assistance (2)
,
Requirements
  • High School Diploma/Equivalency
  • College degree preferred
  • Three or more years of related experience is a plus
  • Strong computer skills and knowledge of Microsoft Office
  • Excellent verbal and written communication, including telephone coverage
  • Strong time management skills
  • Demonstrates good judgment
  • 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)
Responsibilities
  • Prepare, review and approve Travel & Entertainment (T&E) expenses and Events and Conferences (EnC) expenses utilizing online business systems
  • Coordinate events and meetings for the Region, including all pre-approvals, event logistics/planning, preparation and distribution of materials, and accounting for meetings including Regional, management, Regional Councils, National Sales partners, external wholesalers, and others as directed
  • Maintain and review Regional finance and expense management information
  • Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues
  • Navigate firm resources and act as a liaison between the Region and various internal and external business partners, including managing requests and escalating as needed
  • Communicate and manage firm initiatives for the Region (e.g., Global Volunteer Month, Annual Appeal) as well as other initiatives as directed
  • Manage Human Resources processing (I-9 processing, regional team new hire onboarding, etc.)
  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements)
  • Proactively participates in firm initiatives directed by regional management
  • Facilitate and/or conduct ad hoc projects, training, and events for the Region as necessary
  • Perform administrative functions for Regional Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings and events, file and calendar maintenance
  • Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, assisting and maintaining regional business continuity planning, and acting as point of contact for facilities management
  • Act as a point of contact for real estate and facilities management and various market projects (e.g., following up on responses from markets, technology projects, migrations, equipment installs/ replacements)
  • Lead various local administrative efforts (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses)
  • Assist with firm remediations as needed
  • Provide guidance and point of contact for Market Administrators
  • Reports to
  • Regional Director and / or Regional Business Service Officer
Desired Qualifications
  • College degree preferred
  • Three or more years of related experience is a plus
  • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management services to individuals, families, institutions, and governments. It helps clients raise, manage, and distribute capital through advisory services, asset management, trading, and financing activities, with revenue from advisory fees, asset management fees, trading commissions, and interest income. The company differentiates itself through its large, worldwide platform that provides a full suite of services across markets and client segments, a focus on client needs and long-term relationships, and a strong emphasis on institutional expertise and capital markets capabilities. Its goal is to help clients achieve their financial objectives by delivering tailored financial solutions and maintaining enduring client partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

Simplify Jobs

Simplify's Take

What believers are saying

  • AI automation can deepen client stickiness in equity compensation administration workflows.
  • The workplace strategy covers $1.2 trillion in assets, supporting cross-sell opportunities.
  • Direct AI connectivity can reduce client operating costs and speed adoption.

What critics are saying

  • External AI agents increase data-exposure and unauthorized-action risk across workplace platforms.
  • A compromised rollout would damage trust and slow adoption across administration clients.
  • Public analyst misses on Dell and NetApp weaken Morgan Stanley research credibility.

What makes Morgan Stanley unique

  • Morgan Stanley combines investment banking, wealth management, and workplace stock-plan administration.
  • Its workplace platform spans ShareWorks and Equity Edge for 3,400 administration clients.
  • The firm is opening these platforms to external AI agents using MCP.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

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