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Vice President - Branch Administration Manager, Wealth Management (VIC Branch)

Employer
Morgan Stanley
Location
Melbourne, Australia
Salary
Competitive
Closing date
Mar 28, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.

The primary responsibility of the Branch Administration Manager is to manage and lead the Client Service Associates (CSA) and Administration support staff. The role includes administrative, operation and compliance responsibilities as delegated by the State Manager and National Administration Manager. Another key function of the role is to co-ordinate the Melbourne Wealth Management division, having key input to projects and implementing and maintaining processes; regularly liaising and assisting numerous key stakeholders including Financial Advisers, Product Managers and Senior Management.

KEY ACCOUNTABILITIES

• Supervise and lead the Client Service Associates including hiring, training, performance and development
• Onboarding, offboarding and entitlement management of Financial Advisers and Client Service Associates, which include set up of registration requirements within the Branch
• Assist and resolve escalations from FAs and CSA's
• Leave management for Melbourne Branch, including approvals and coverage plans
• Develop strong knowledge of MSWM Platforms, Products & Processes across, both domestic and international Platforms
• Preparation of various branch statistics / reporting
• Participate in process development initiatives to increase efficiencies
• FA commission and revenue queries including monthly reporting to Finance
• Manage and coordinate Capital Market bid collection with a high level of accuracy
• Wholesale client status management
• Assist the management team with confidential compliance and surveillance processes
• Review and approve Staff trades for Melbourne Branch
• Proactively notify / escalate any issues to operations, risk, compliance and/or senior management and where necessary communicate to front office providing a solution and timeframe for resolution
• Establish and maintain relationships with internal stakeholders and departments and third party providers
• Optimize the support resources and associated infrastructure in the branch to drive efficiency and better client outcomes in front-to-back administrative systems and processes
• Sharing best practices and benchmarks with all Morgan Stanley Wealth Management branches
• Participate and facilitate department cross-training as required
• Knowledge and understanding of firm procedures and processes
• Assist the management team with audit processes and any action required
• Ad-hoc projects as requested by management

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