Branch Administration & Operations Coordinator

711 MS Smith Barney, LLC; New York; On-site; USD 55,000 - 95,000; Full time

Job summary

Morgan Stanley seeks a diligent Branch Administrator to support the Branch Manager and the financial advisors and staff. This role covers travel, events, invoicing, vendor setup, and confidential HR-related tasks while ensuring policy compliance across multiple locations as needed.

You will collaborate with Market Management, assist with onboarding and training, and help manage branch operations. Strong organization and communication are essential to succeed in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Two+ years of related experience a plus.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to multitask in a fast-paced environment.
• Willingness to obtain Series 7/66 or 63/65 licenses as applicable.

Responsibilities

• Provide administrative support to Branch Manager and team.
• Coordinate travel, events, and meetings with approvals and logistics.
• Process invoices and vendor set-up; partner with Accounts Payable.
• Maintain branch finance and expense records with appropriate oversight.
• Serve as liaison with internal and external partners; support HR processes.

Skills

Communication skills

Time management

Discretion and confidentiality

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley seeks a diligent Branch Administrator to support the Branch Manager and the financial advisors and staff. This role covers travel, events, invoicing, vendor setup, and confidential HR-related tasks while ensuring policy compliance across multiple locations as needed.

You will collaborate with Market Management, assist with onboarding and training, and help manage branch operations. Strong organization and communication are essential to succeed in a fast-paced environment.