Branch Operations & Administration Lead

711 MS Smith Barney, LLC; New York (NY); On-site; USD 55,000 - 95,000; Full time

Job summary

Morgan Stanley in New York is seeking a Branch Administrator to provide comprehensive office and administrative support for the Branch, assisting the Branch Manager and collaborating with Financial Advisors and Support Staff. You will handle travel and expense management, coordinate events, process invoices, support HR tasks, and help maintain branch operations.

This role offers exposure to multiple locations and opportunities to grow within the firm.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Two or more years of related experience a plus.

Responsibilities

• Manage travel & entertainment and event expense requests per policy.
• Coordinate branch events and meetings with pre-approvals and logistics.
• Partner with Accounts Payable on invoices and vendor setup/maintenance.
• Maintain branch finance and expense data with MBSO/BSO.
• Liaise with Market Administrator and internal partners; manage requests and escalations.
• Support HR processes: I-9 processing, onboarding, transfers, terminations.
• Communicate and implement firm initiatives at the branch and participate in training.
• Lead office management tasks and ensure back-up coverage for admin.

Skills

Microsoft Office

Verbal communication

Written communication

Time management

Interpersonal skills

Organizational skills

Teamwork

Adaptability

Discretion/confidentiality

Licensing: Series7/66/63/65

Education

High School Diploma/Equivalency

College degree preferred

Two or more years of related experience

Tools

HR systems

Job description

Morgan Stanley in New York is seeking a Branch Administrator to provide comprehensive office and administrative support for the Branch, assisting the Branch Manager and collaborating with Financial Advisors and Support Staff. You will handle travel and expense management, coordinate events, process invoices, support HR tasks, and help maintain branch operations.

This role offers exposure to multiple locations and opportunities to grow within the firm.