Branch Operations & Admin Specialist

Morgan-Stanley; Ponte Vedra Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Ponte Vedra Beach, FL seeks a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff. This role may span multiple locations and acts as a culture carrier for the firm’s core values.

You will handle expense management, events, vendor coordination, HR tasks, and office operations while maintaining confidentiality and high service standards.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Two or more years of related experience preferred.
• Excellent verbal and written communication skills.
• Strong time management and organizational abilities.
• Ability to maintain confidentiality.
• Willingness to obtain Series 7/66 or 63/65.

Responsibilities

• Provide administrative support to Branch Manager and staff.
• Coordinate travel, events, and expense requests per policy.
• Manage invoices, vendor setup, and payment reconciliations.
• Maintain branch finance and expense information with MSO/BSO.
• Serve as liaison with Market Administrator and internal/external partners.
• Support HR processes including onboarding and paperwork.
• Oversee office supplies, facilities, and continuity planning.
• Administer ad hoc projects, training, and events.

Skills

Microsoft Office

Verbal communication

Written communication

Time management

Organizational skills

Interpersonal skills

Multitasking

Proactive

Confidentiality

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Ponte Vedra Beach, FL seeks a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff. This role may span multiple locations and acts as a culture carrier for the firm’s core values.

You will handle expense management, events, vendor coordination, HR tasks, and office operations while maintaining confidentiality and high service standards.