Branch Operations & Administration Lead

Morgan-Stanley; Berwyn (PA); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley in Berwyn, PA is seeking a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff. The BA may oversee multiple locations and will serve as a culture carrier for the firm’s core values.

You will handle travel and event expenses, vendor invoices, HR onboarding tasks, and coordination with Market Management. The role requires discretion, strong communication, and the ability to multitask in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Two or more years of related administrative experience a plus.
• Strong computer skills, especially Microsoft Office.
• Excellent verbal and written communication.
• Ability to manage multiple tasks and deadlines.

Responsibilities

• Coordinate travel, events, and expense requests per policy.
• Support branch management with HR processes and onboarding.
• Manage invoices, vendor setup, and payment reconciliations.
• Assist with facilities, office supplies, and back-up administrator coverage.
• Communicate firm initiatives and training opportunities.

Skills

Verbal and written communication

Time management

Attention to detail

Interpersonal skills

Organizational skills

Multitasking

Discretion and confidentiality

Team player

Proactive / self-starter

Adaptable

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Berwyn, PA is seeking a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff. The BA may oversee multiple locations and will serve as a culture carrier for the firm’s core values.

You will handle travel and event expenses, vendor invoices, HR onboarding tasks, and coordination with Market Management. The role requires discretion, strong communication, and the ability to multitask in a fast-paced environment.