Senior Regional Administrator

Company: Morgan Stanley
Location: Chicago
Posted on: April 7, 2025

Job Description:

POSITION SUMMARY: The Senior Regional Administrator (SRA) is responsible for providing overall administrative support for the Regional Director and Regional team while leading the Regional, Market and Branch Administrators in the region. Responsibilities include partnering with Regional Management on matters affecting the regional facilities, Financial Advisors, and Support Staff. Dependent on regional structure and geographic location, the SRA may be responsible for multiple office locations, and oversee and delegate to Regional, Market, and 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.DUTIES and RESPONSIBILITIES:Leading People

• Serves as a primary liaison with Regional, Market, and Branch Administrators as well as internal and external business partners
• Hosts regular calls and meetings on behalf of the region to communicate, train and share key messages
• Communicates and manages firm initiatives (e.g., Global Volunteer Month)
• Assists leadership in maintaining employee records and executing processes
• Serves as a point of contact for 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 regional personnel)
• Coordinates with Regional Administrator(s) to ensure proper backup coverage
• 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 region, including all pre-approvals, event logistics/planning, and accounting for meetings including Regional Management, Regional Councils, National Sales partners, external wholesalers, and others as directed
  • Maintains and reviews regional finance and expense management information in collaboration with other members of market/regional management
  • Partners with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issuesRegion Administrative Support
    • Serves as a point of contact for real estate and facilities management and various Market projects (e.g., refurbishments, reconfigurations)
    • Maintains up-to-date office space utilization information
    • Serves as a point of contact for local administrative efforts (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses)
    • Serves as a point of contact for technology projects, migrations, equipment installs/replacementsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience
      • High School Diploma/Equivalency
      • College degree preferred
      • Five or more years of experience as a Regional Administrator or related position
      • Demonstrates high performance in current role for the prior two years, if applicableKnowledge/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:
          • Regional Director and / or Regional Business Service OfficerWHAT 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 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.We're committed to bringing passion and customer focus to the business.Salary range for the position: $125,000 - $140,000 /Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.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).
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Keywords: Morgan Stanley, Chicago , Senior Regional Administrator, Accounting, Auditing , Chicago, Illinois