Morgan Stanley Purchase , NY 10577
Posted 2 weeks ago
POSITION SUMMARY:
The Regional Administrator (RA) is responsible for providing overall administrative support for the
Regional Director and Regional team while leading the Complex and Branch Administrators in the
region. 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
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
Management Support
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
Region Administrative Support
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 Complex projects (e.g., following up on responses from Complexes, 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 Complex Administrators
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Three or more years of related experience is a plus
Knowledge/Skills
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)
Reports to:
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).
Expected base pay rates for the role will be between $45,000 and $95,000 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.
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