Senior Regional Administrator

Senior Regional Administrator

Requirements

• 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 applicable
• 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)

Responsibilities

• 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
• 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 issues
• 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/replacements

Preferred Qualifications

• College degree preferred