Morgan Stanley

Branch Administrator

Morgan Stanley • $110K — $198K *
Potomac, MD 20854In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • High School Diploma/Equivalency required; college degree preferred.
  • Two or more years of related experience is a plus.
  • Strong computer and Microsoft Office skills needed.
  • Exceptional verbal and written communication abilities required.
  • Proficient in time management and prioritization.

Responsibilities

  • Manage travel and expenses adhering to firm policies.
  • Coordinate branch events and meetings, including logistics and approvals.
  • Oversee financial processes with Accounts Payable for invoices and vendor management.
  • Act as liaison for internal and external business partners.
  • Support HR functions including onboarding and employee documentation.
  • Engage in training and participate in firm initiatives.

Benefits

  • Comprehensive medical, prescription drug, dental, and vision plans.
  • 401(k) plan and various insurance options available.
  • Paid time off including sick leave, parental leave, and 10 vacation days annually.
  • 10 paid holidays each year.
  • Opportunities for professional development and training programs.
Full Job Description
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 regional and Market 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 Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage
  • Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. 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: $55,000 and $95,000 per hour. 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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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