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 and assist the Branch Manager in matters affecting facilities, Financial Advisors, and staff. This role may span multiple branches as directed by Market Management.

The BA will handle expense management, event coordination, HR processing, and office operations, offering exposure to broad business areas and opportunities to grow skills within the firm.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Two+ years related experience is a plus; advanced MS Office skills expected.
• Strong communication and organizational abilities; privacy conscious.

Responsibilities

• Manage Travel & Entertainment (T&E) and Events/Conferences expenses per policy.
• Coordinate branch events and meetings with approvals and logistics.
• Handle vendor invoicing, payments, and accounts payable duties.
• Provide HR support using HR systems (I-9, onboarding, transfers).

Skills

MS Office

Verbal communication

Written communication

Time management

Interpersonal skills

Detail orientation

Multitasking

Team player

Series 7/66 prep

Education

High School Diploma/Equivalency

College degree preferred

Two+ years related experience a plus

Tools

HR Systems

Microsoft Office

Job description

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support for the Branch and assist the Branch Manager in matters affecting facilities, Financial Advisors, and staff. This role may span multiple branches as directed by Market Management.

The BA will handle expense management, event coordination, HR processing, and office operations, offering exposure to broad business areas and opportunities to grow skills within the firm.