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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.
About the Role
Reporting directly to the Administration Manager, the candidate should be a strong individual with experience working across sales and non-sales teams, internal and external parties on expense related matters. He/she should have 5+ years of Expense Management experience, preferably in Financial Services / Wealth Management / Private Banking.
Roles and Responsibilities
Act as a key contact for Expense matters within PWM Asia
Identify the major cost drivers, review the current practice of expenses and identify the possibilities of cost savings and better expense management
Approve and process employee expense reports, ensure the reports strictly adhere to PWM Asia Expense Policy with all required supporting documentation
Resolve, record and report exceptions in a timely manner, escalate to Administration Manager, if required
Develop, prepare, and present monthly report, analysis and presentation to Management on expenses, payments, actual costs vs. budget
Review and approve cost center / invoices / cheque request approvers and identify changes
Maintain and update PWM Asia Expense Policy on a regular basis
Plan and coordinate office administrative procedures and systems and devise ways to streamline processes
Monitor inventory of office supplies and equipment, with attention to budgetary constraints
Oversee office design, space management, poster arrangement, facilities, corporate services and maintenance activities
Assist in new hire onboarding process and system entitlements
Prepare monthly payout report, review prospects and track travel records
Proven experience in Expense Management and Office Administration
In-depth understanding of expense and office management procedures and policies
Familiarity with financial and facilities management principles
Highly proficient in MS Office
An analytical mind with problem-solving skills
Excellent organizational and multitasking abilities
A team player with leadership skills
BSc/BA in Business Administration or relative field is a plus