Branch Operations & Administration Lead

Socket.dev; Boyette (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in Florida seeks a Branch Administrator to provide comprehensive administrative support for the Branch, assisting the Branch Manager and coordinating with Finance, HR, and Operations teams.

The role involves managing expenses, coordinating events, and supporting branch initiatives while ensuring policy compliance and confidentiality. Strong communication and organization are required in a fast-paced environment.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Two or more years of related experience.
• Strong computer skills and Microsoft Office.
• Excellent verbal and written communication.
• Strong time management and organizational skills.
• Ability to handle confidential information with discretion.
• Willingness to obtain required securities licenses (Series 7/66 or 63/65).

Responsibilities

• Process travel and entertainment expenses and events in line with firm policy.
• Coordinate Branch events and meetings, including approvals, logistics and accounting.
• Collaborate with Accounts Payable on invoices, vendor setup/maintenance and payments.
• Maintain Branch finance and expense data with Market Business Service Office or equivalent.
• Act as liaison with Market Administrator and other internal/external partners.
• Support HR processes including I-9, onboarding, transfers and termination paperwork.
• Assist with firm initiatives and branch projects and training as directed.
• Oversee office management tasks and ensure continuity of operations.

Skills

Microsoft Office

Verbal and written communication

Time management

Organizational skills

Discretion and confidentiality

Team player

Licensing readiness (Series 7/66 or 63

Education

High School Diploma/Equivalency

College degree preferred

Two or more years of related experience

Tools

HR systems

Vendor and AP systems

Job description

Morgan Stanley in Florida seeks a Branch Administrator to provide comprehensive administrative support for the Branch, assisting the Branch Manager and coordinating with Finance, HR, and Operations teams.

The role involves managing expenses, coordinating events, and supporting branch initiatives while ensuring policy compliance and confidentiality. Strong communication and organization are required in a fast-paced environment.