Branch Operations & Admin Specialist

PowerToFly; Columbus (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Morgan Stanley in Columbus seeks a Branch Administrator to provide comprehensive administrative support to the Branch, assisting the Branch Manager and coordinating with Financial Advisors and staff. This role may span multiple locations and serves as a culture carrier aligned with firm values.

Duties include expense management, event coordination, accounts payable tasks, HR-related support, office operations, and project administration.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Strong proficiency with Microsoft Office (Outlook, Excel, Word).
• Excellent verbal and written communication and client services skills.

Responsibilities

• Provide administrative support to Branch Manager and staff; coordinate travel and meetings.
• Manage expense requests (T&E, EnC) and vendor payments in line with firm policy.
• Assist with HR processes (I-9, onboarding, transfers, termination paperwork).
• Coordinate branch events, trainings, and process improvement projects.
• Maintain office operations, facilities coordination, file/calendar management, and back-up coverage.

Skills

Microsoft Office

Communication

Time management

Judgement

Interpersonal skills

Detail oriented

Prioritize work

Team player

Adaptable

Proactive

Confidentiality

Licensing knowledge (Series 7/66/63/65

Education

High School Diploma/Equivalency

College degree preferred

Two or more years of related experience

Job description

Morgan Stanley in Columbus seeks a Branch Administrator to provide comprehensive administrative support to the Branch, assisting the Branch Manager and coordinating with Financial Advisors and staff. This role may span multiple locations and serves as a culture carrier aligned with firm values.

Duties include expense management, event coordination, accounts payable tasks, HR-related support, office operations, and project administration.