Job Details

ID #52769604
State Massachusetts
City Wellesley
Full-time
Salary USD TBD TBD
Source Morgan Stanley
Showed 2024-10-25
Date 2024-10-26
Deadline 2024-12-24
Category Et cetera
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Market Administrator

Massachusetts, Wellesley, 02482 Wellesley USA
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POSITION SUMMARY:The Market Administrator (MA) is responsible for providing overall administrative support for the Market Management team (including Market Manager, Market Business Service Officer, Senior Market Risk Officer and Associate Market Manager). Responsibilities include assisting Market Management in connection with matters affecting the Market facilities, Financial Advisors, and Support Staff. Dependent on Market structure and geographic location, the MA may be responsible for multiple office locations, and serve as the escalation point of contact for Branch Administrators. The MA 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 Market, including all pre-approvals, event logistics/planning and accounting for meetings including Market management, Regional 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 Market finance and expense management information in collaboration with CBSO and/or BSO

Management Support

Navigate firm resources and act as a liaison with Regional Administrators 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 Market (e.g., Global Volunteer Month, Annual Appeal) as well as regional 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 Market personnel)

Facilitate and/or conduct ad hoc projects, training, and events for the Market as necessary

Office Administration Support

Perform administrative functions for Market Management team, including telephone coverage,business travel arrangements, and file & calendar maintenance

Serve as a point of contact for Market facilities and real estate management (e.g., refurbishments,reconfigurations)

Serve as a point of contact for Market personnel needs (e.g., benefits enrollment,registration/licensing, and communication of policy and updates as it relates to HR and Registrationmatters)

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 marketdata expenses)

Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans, and acting as point of contact for facilities management

Assist with firm remediations as needed

Act as a point of contact for technology projects, migrations, equipment installs/ replacements

Maintain up-to-date office utilization information in the firm’s internal system

Provide guidance and point of contact for Branch Administrators

Coordinate with Branch Administrator(s) as it relates to Market driven projects and ensuring backup Administrator coverage

Administer other duties as delegated by the Market Management Team

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, including telephone coverage

Strong time management abilities

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:

Complex Manager

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: Wealth Management Title: Market Administrator Location: Massachusetts-Wellesley Requisition ID: 3260881

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