Branch Operations & Culture Lead

Morgan Stanley; San Francisco (CA); In loco; USD 45.000 - 95.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley’s PWM Branch Administrator (BA) provides comprehensive administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors and Support Staff. The BA may oversee multiple branches and acts as a culture carrier for the firm’s core values, offering exposure to all aspects of the business and opportunities to grow.

Duties include expense management, event planning, accounts payable coordination, HR processes, office administration, and coordinating

Competenze

• 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 and Series 66 or Series 63 and Series 65.

Mansioni

• Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests ensuring policy compliance.
• Coordinate branch events and meetings including pre-approvals and logistics.
• Work with Accounts Payable on invoices, vendor setup, and reconciliations.
• Maintain and review branch finance and expense information with CBSO/BSO.
• Act as liaison with Complex Administrator and internal/external partners.
• Support HR processes: I-9, onboarding, transfers, termination paperwork.
• Communicate and manage firm initiatives at branch level and regional levels.
• Engage in training and education to stay current on policies, procedures and risk awareness.
• Lead or support ad hoc projects, training, and events.
• Perform administrative functions for Branch Management including travel, meetings, and calendar management.
• Serve as primary contact for facilities management and office utilization.
• Coordinate with Complex Administrator on projects and back-up coverage.
• Administer other duties as delegated by Complex Management Team.

Conoscenze

Microsoft Office

Verbal & written communication

Time management

Discretion & confidentiality

Judgement

Interpersonal skills

Prioritization

Team collaboration

Adaptability

Proactive attitude

Security & compliance

Regulatory willingness (Series tests)

Formazione

High School Diploma/Equivalency

College degree preferred

2+ years related experience a plus

Strumenti

CRM/HR systems

Descrizione del lavoro

Morgan Stanley’s PWM Branch Administrator (BA) provides comprehensive administrative support for the Branch, assisting the Branch Manager with facilities, Financial Advisors and Support Staff. The BA may oversee multiple branches and acts as a culture carrier for the firm’s core values, offering exposure to all aspects of the business and opportunities to grow.

Duties include expense management, event planning, accounts payable coordination, HR processes, office administration, and coordinating