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Morgan Stanley
Bellevue, WA | Full Time
$74k-91k (estimate)
1 Week Ago
UBS
Bellevue, WA | Full Time
$87k-115k (estimate)
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Branch Administrator
Morgan Stanley Bellevue, WA
$74k-91k (estimate)
Full Time | Securities 1 Week Ago
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Morgan Stanley is Hiring a Branch Administrator Near Bellevue, WA

POSITION SUMMARY:
The 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

Salary range for the position: $35,000 - $85,000 per Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$74k-91k (estimate)

POST DATE

04/20/2024

EXPIRATION DATE

05/18/2024

WEBSITE

morganstanley.com

HEADQUARTERS

MANHATTAN, NY

SIZE

>50,000

FOUNDED

1924

CEO

RICHARD B FISHER

REVENUE

>$50B

INDUSTRY

Securities

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The following is the career advancement route for Branch Administrator positions, which can be used as a reference in future career path planning. As a Branch Administrator, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Administrator. You can explore the career advancement for a Branch Administrator below and select your interested title to get hiring information.

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If you are interested in becoming a Branch Administrator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Branch Administrator for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Branch Administrator job description and responsibilities

A branch administrator oversees the daily operations at a single workplace location.

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Design and maintain an effective tracking system for all marketing activities of branch.

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Branch administrators are wholly responsible for the operation and success of their facility.

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They must also be good with numbers, as branch administrators are often responsible for their location’s balance sheet.

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Financial responsibilities, such as accounting, budgeting, managing credit accounts and purchasing required supplies, are also under the branch administrator purview.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Branch Administrator jobs

There are two ways to Run Visual Studio as Administrator.

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Consider earning a master's degree.

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Consider certification or training programs.

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Higher Studies after Graduation.

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Apply for a management position.

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Step 3: View the best colleges and universities for Branch Administrator.

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