Market Administrator

The Market Administrator (MA) is responsible for providing overall administrative support for the Market Management Team (including Market Manager, Market Business Service Officer, Senior Risk Officer and Associate Market Manager). Responsibilities include assisting Complex Management in connection with matters affecting the market facilities, Financial Advisors, and Support Staff. Dependent on market structure and geographic location, the CA may be responsible for multiple office locations, and serve as the escalation point of contact for Branch Administrators.

The CA must act as a culture carrier as it relates to the core values of the firm. 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:

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, Regional Councils, National Sales partners, external wholesalers, and others as directed

Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues

Maintain and review market finance and expense management information in collaboration with MBSO and/or BSOManagement Support Navigate firm resources and act as a liaison with Regional Administrators in addition to other various internal and external business partners, including managing requests and escalating as needed

Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork)
Proactively participate in firm initiatives directed by local management

Communicate and manage firm initiatives for the market (e.g., Global Volunteer Month, Annual Appeal) as well as regional initiatives as directed

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for market personnel)
Facilitate and/or conduct ad hoc projects, training, and events for the market as necessary

Office Administration Support Perform administrative functions for Market Management Team, including telephone coverage, business travel arrangements, and file & calendar maintenance

Serve as a point of contact for market facilities and real estate management (e.g., refurbishments, reconfigurations)
Serve 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)
Serve 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)
Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans, and acting as point of contact for facilities management

Assist with firm remediations as needed

Act as a point of contact for technology projects, migrations, equipment installs/replacements

Maintain up-to-date office utilization information in the firm’s internal system

Provide guidance and point of contact for Branch Administrators Coordinate with Branch Administrator(s) as it relates to market driven projects and ensuring back-up Administrator coverage

Administer other…