Regional Administrator

711 MS Smith Barney, LLC; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States seeks a Regional Administrator to provide comprehensive administrative support to the Regional Director and team, enabling efficient operation across the region. This role offers exposure to diverse business areas and opportunities to grow through hands-on experience.

You will manage expense workflows, coordinate events, handle HR processing, and act as a liaison with internal partners. Strong communication, organization and confidentiality are essential.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Three or more years of related experience is a plus.

Responsibilities

• Prepare, review and approve Travel & Entertainment expenses and Events & Conferences expenses using online systems.
• Coordinate regional events and meetings with pre-approvals, logistics, materials and meeting accounting.
• Maintain and review regional finance and expense information and work with Accounts Payable on invoices and vendor setup.
• Lead office management, travel arrangements, calendars and liaison with facilities management.

Skills

Microsoft Office

Communication

Time management

Interpersonal skills

Discretion

Teamwork

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

3+ years related experience

Job description

Position Summary

The Regional Administrator (RA) is responsible for providing overall administrative support for the Regional Director and Regional team while leading the Market 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.

Expense Management Support

• Prepare, review and approve Travel & 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 market projects (e.g., following up on responses from markets, 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 Market 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: Regional Director and / or Regional Business Service Officer

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that is differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions - and in the ability of capital to work for the benefit of all society.