Regional Administrator

Regional Administrator Location Purchase, NY : Regional Administrator

Job Number:

3239404

POSTING DATE: Apr 16, 2024 PRIMARY LOCATION: Americas-United States of America-New York-Purchase EDUCATION LEVEL: Refer to Position Description JOB: Wealth Management EMPLOYMENT TYPE: Full Time JOB LEVEL: Non-Exempt

DESCRIPTION

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

QUALIFICATIONS

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: Regional Director and / or Regional Business Service Officer 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.