Role: Expense and Travel Administrator – Full time
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 is a worldwide leader in investment banking and is ranked amongst the top firms in mergers and acquisitions, underwriting of equity and equity-related transactions, high-yield debt financing and corporate debt issuance. With over 2,000 professionals in 30 countries, we are consistently recognised for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their strategic and financial structure.
Expense Management is primarily comprised of expense report approval, invoice approval, travel preauthorization, compliance review of gifts and entertainment and a number of ad hoc task/projects related to Expense Management for Investment Banking and Global Capital Markets.
This position will be responsible for auditing expenses submitted for reimbursement, pre-approving travel and running aggregate reports for BU managers. Required to understand, interpret and explain any area documented in the Firm's Travel and Expense Policy. Required to understand, interpret and explain compliance policies required for monitoring electronic communication.
This position will be given signatory rights up to £10,000 granting right to serve as the final approver for employee reimbursement and invoice payment issuance.
The Expense Team Core Hours are between 8.30 and 6.30; however we can take a flexible approach to hours.
Candidate will need to anticipate problems and resolve issues independently by applying good judgment to the existing policies.
Serves as a signatory giving final approval to expense claims value up to $5,000 and invoices up to £10,000.
Responsible for keeping fully abreast of policy changes and being the subject matter expert for policies and queries.
Responsible for balancing work load and prioritizing assignments.
Check the accuracy of figures, calculations, and postings pertaining to transactions recorded by bankers and administrative assistants.
Perform any combination of auditor's duties.
Evaluate travel requests, approve travel exceptions and escalate out of policy requests as required.
Evaluate and communicate out of policy requests as required.
Compute, classify, and record numerical data to keep financial records complete.
Return expense reports with out of policy requests to the submitter for adjustment.
Resolve queries in a timely and professional manner; escalate to Team Leader where necessary.
Excellent communication skills.
Judgement and Decision Making.
Business acumen - Understanding the bigger picture both internally and externally.
Professional, treating others fairly, displaying a positive outlook and high energy.
Ownership and responsibility for task completion.
Excellent Team working skills.
Good Organisation Skills
Good attention to detail
MS Office skills
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents