Branch Administrator
Morgan Stanley · Grand Rapids
Full-time Posted 4 days ago
About this role
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 Market 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 MBSO and/or Business Service Officer (BSO) # Management Support * Navigate the firm’s resources and act as a liaison with Market 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 regio
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