Lutherville, MD30+ days ago
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 Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, 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 Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO) Management Support • Navigate the firm's resources and act as a liaison with Market Administrator 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 Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market 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 Branch personnel) • Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.