Branch Administrator at Morgan Stanley

Santa Rosa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Apr, 26

Salary

88000.0

Posted On

10 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Expense Management, Event Coordination, Accounts Payable, Human Resources, Administrative Support, Communication Skills, Time Management, Interpersonal Skills, Organizational Skills, Detail Oriented, Team Player, Adaptability, Confidentiality, Proactive, Microsoft Office, Judgment

Industry

Financial Services

Description

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 MBSO and/or Business Service Officer (BSO) 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 Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance Assist with firm remediations as needed Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage High School Diploma/Equivalency College degree preferred Two or more years of related experience is a plus 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) 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. 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 $80,000 and $88,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Branch Administrator will manage expense requests, coordinate events and meetings, and provide organizational support for Human Resources. Additionally, they will perform administrative functions for the Branch Management team and assist with firm remediations as needed.