Administrative Services Officer

Role Overview:Administrative Services Officer

Administrative Services Officer are at the forefront of revolutionizing client service standards, operating under the guidance of the Market Business Service Officer (MBSO). Their key duties include supervising Support Professionals and orchestrating the delivery of all business and service operations within designated branches.

Education & Experience:

  • Education equivalent to a bachelor's degree is a prerequisite for this role
  • Previous industry experience
  • The possession of valid certifications, such as Series 7 (GS), Series 9 and 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), is compulsory
  • Further credentials required by the managerial department

Knowledge & Skills:

  • Effective communication skills encompass the capacity to express ideas clearly through both written and verbal channels
  • Thorough examination of particulars
  • Proficient in managing and resolving complex needs while escalating when deemed essential
  • Expertise in identifying concerns and trends to predict shifts and offer comprehensive solutions
  • Evidencing strong leadership aptitude and a talent for fostering individual growth
  • Applicants with prior supervisory experience are preferred
  • Remarkable abilities in time management and organizing tasks efficiently
  • Superior conflict resolution abilities that surpass expectations
  • Capability in managing relationships, motivating, and leading groups in diverse market segments
  • Familiarity with the risk and compliance measures of a firm is vital
  • Competence in strategic thinking

Key responsibilities include:

  • Streamlining communication and training processes for Service Professionals
  • Aligning with Market Sales and Risk teams to drive successful execution across the organization
  • Backing the MBSO in the execution of their service delivery strategies
  • Drive the unit in executing the company's strategic goals by helping and mentoring team members to modify their behavior, stressing consistency, excellence, and compliance
  • Assume the responsibility of leading, mentoring, and supervising Support and Service Professionals
  • Highlight the significance of acknowledging and appreciating the contributions of Service and Support Professionals to boost morale and motivation within the team
  • Support the recruitment, selection, and onboarding efforts for new hires, particularly Financial Advisors and their Support Professionals
  • Partner with MBSO and Human Resources to jointly address people management issues, which encompass activities like conducting assessments, overseeing performance, and resolving conflicts
  • Cultivate strong relationships with crucial partners in the Branch, Market, Region, and Home Office; partake in team meetings, regional, and national webinars
  • Conduct periodic one-on-one meetings with Support Professionals to offer support, establish career objectives, manage work-related tasks, and encourage team development
  • Organize and direct the support staff to provide seamless coverage and aid to financial advisors in the branch
  • Uncover recognition prospects for Support Professionals by disseminating best practices, success stories, and achievements
  • Promote a branch environment consistent with Firm values, with a particular emphasis on embracing diversity and inclusion

About Morgan Stanley:

Morgan Stanley is unwavering in its dedication to maintaining exceptional service and high standards of excellence. Our values, which focus on customer prioritization, ethical conduct, innovative thinking, diversity and inclusion, and philanthropic endeavors, inform our daily decision-making.

Our teams are known for their collaborative spirit, creativity, and diverse makeup. We offer a complete benefits package, opportunities for advancing in your career, and a supportive workplace. Morgan Stanley is an advocate for diversity in the workplace and ensures equal opportunities for all employees.

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