Branch Operations & Admin Lead

Morgan-Stanley; Scotts Valley (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support for the Branch, assisting the Branch Manager and liaising with Financial Advisors and staff. The role may oversee multiple locations and requires proactive, discreet handling of confidential matters.

Responsibilities include travel and event coordination, HR tasks such as onboarding and licensing, and office management.

Qualifications

• High School Diploma or equivalency required; college degree preferred.
• Two or more years of related administrative experience is a plus.
• Strong computer skills and MS Office proficiency; excellent communication skills.
• Ability to handle confidential information with discretion; strong organizational skills.

Responsibilities

• Provide branch administrative support, including travel coordination and meeting planning.
• Assist with human resources tasks such as onboarding, transfers, and licensing paperwork.
• Coordinate with facilities and other partners; manage office supplies and equipment.
• Support expense management, vendor setup, and accounts payable activities.
• Act as a liaison for internal/external partners and participate in firm initiatives.

Skills

MS Office

Verbal & written comms

Time management

Discretion & confidentiality

Problem solving

Team collaboration

Multitasking

Series 7/66 willingness

Education

High School Diploma/Equivalency

College degree preferred

Two or more years related experience

Tools

HR systems

I-9 processing system

Job description

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support for the Branch, assisting the Branch Manager and liaising with Financial Advisors and staff. The role may oversee multiple locations and requires proactive, discreet handling of confidential matters.

Responsibilities include travel and event coordination, HR tasks such as onboarding and licensing, and office management.