POSITION SUMMARY:
The Senior Market Administrator (SMA) is responsible for providing overall support for the Market
Management team (including Market Executive, Market Business Service Officer, Senior Risk Officer and Associate Market Manager). Responsibilities include partnering with Market Management on matters affecting the Market facilities, Financial Advisors, and Support Staff. Dependent on Market structure and geographic location, the SMA may be responsible for multiple office locations, and oversee and delegate to Branch Administrators. 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.
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DUTIES and RESPONSIBILITIES:
Leading People
- Serves as a primary liaison with Branch and Regional Administrators as well as internal and external business partners
- Hosts regular calls and meetings on behalf of the Market to communicate, train and share key messages
- Communicates and manages firm initiatives (e.g., Global Volunteer Month)
- Assists Market management team with end-to-end onboarding process of new hires including Financial Advisor recruits and their support professionals
- Assists leadership in maintaining employee records and executing processes
- Serves 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 Registration matters)
- Actively engages in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Market personnel)
- Coordinates with Branch Administrator(s) to ensure proper backup coverage
- Partners with the Market Management team to coordinate strategies related to communications
- Acts as a culture carrier as it relates to the core values of the firm.
Event and 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, councils, National Sales partners, external wholesalers, and others as directed
- Partners with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues
- Maintains and reviews Market finance and expense management information in collaboration with other members of Market management
Office Administration Support
- Serves as a point of contact for Market facilities and real estate management (e.g., refurbishments, reconfigurations)
- Maintains up-to-date office space utilization information
- Serves 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)
- Supports the Market Management team with system management (e.g., Salesforce) and metrics reporting
- Serves as a point of contact for technology projects, migrations, equipment installs/ replacements
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- High School Diploma/Equivalency
- College degree preferred
- Five or more years of experience as a Market administrator or related position
- Demonstrates high performance in current role for the prior two years, if applicable
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 oriented 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:
- Market Executive and/or Market Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
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).