Branch Operations & Administration Lead

711 MS Smith Barney, LLC; United States; On-site; USD 60,000 - 95,000; Full time

Job summary

Morgan Stanley in the United States seeks a Branch Administrator to provide comprehensive administrative support to the Branch and assist the Branch Manager. The BA will support facilities, Financial Advisors, and staff, acting as a culture carrier for firm values, with growth opportunities across multiple locations as directed.

The role covers expenses, events, HR coordination, vendor management, and office operations, requiring strong communication, organization, and multitasking abilities.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Two or more years of related experience is a plus.
• Strong computer skills and knowledge of Microsoft Office.
• Excellent verbal and written communication skills, including telephone coverage.
• Strong time management skills.
• Demonstrates good judgement.
• Exceptional interpersonal and client service skills.
• Detail oriented with superior organizational skills.
• Ability to prioritize work.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment; adaptable and multitask.
• Proactive or self-starter.
• Ability to be discreet and maintain confidentiality on sensitive matters.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Expense management support.
• Manage Travel & Entertainment and Events and Conferences expense requests to ensure policy compliance.
• Coordinate events and meetings for the Branch, including pre-approvals and logistics.
• Work with Accounts Payable on invoices, vendor setup/maintenance, and reconciliations.
• Maintain and review Branch finance and expense data with MBSO/BSO.
• Navigate the firm’s resources and liaison with Market Administrator and partners.
• Provide HR support using HR systems (I-9 processing, onboarding, transfers, terminations).
• Participate in firm initiatives directed by local management and communicate Branch programs.
• Undergo training on policies, procedures and risk awareness (licensing).
• Lead ad hoc projects, training, and events for the Branch.
• Office administration: phone coverage, travel arrangements, meetings and calendar.
• Serve as contact for facilities management and office utilization.
• Serve as contact for personnel needs (benefits, registration, policy updates).
• Lead office management: supplies, business cards, continuity plans, rapid notification system.
• Assist with firm remediations as needed.
• Act as contact for technology projects and migrations.
• Coordinate with Market Administrator on Market-driven projects and back-up coverage.
• Administer other duties as delegated by Market Management Team.

Skills

Strong computer skills

Microsoft Office

Excellent verbal and written comms

Time management

Judgement

Interpersonal and client service

Detail oriented

Prioritization

Team player

Multitasking

Proactive / self-starter

Discretion / confidentiality

Licensing willingness (Series 7/66 or

Education

High School Diploma/Equivalency

College degree preferred

Two+ years related experience

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Branch Administrator to provide comprehensive administrative support to the Branch and assist the Branch Manager. The BA will support facilities, Financial Advisors, and staff, acting as a culture carrier for firm values, with growth opportunities across multiple locations as directed.

The role covers expenses, events, HR coordination, vendor management, and office operations, requiring strong communication, organization, and multitasking abilities.