Branch Operations Coordinator

Morgan Stanley; Cincinnati (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff. This role may oversee multiple branch locations and acts as a culture carrier for core firm values.

The BA will handle expense management, event coordination, vendor payments, HR process support, and office administration. Strong organizational and communication skills are essential in a fast-paced environment.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Two or more years of related experience is a plus.

Responsibilities

• Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems.
• Coordinate events and meetings for the Branch, including pre-approvals, logistics and accounting for meetings with various stakeholders.
• Work with Accounts Payable to manage invoices, vendor setup/maintenance, payment reconciliations or issues.
• Maintain and review Branch finance and expense management information with MBSO/BSO.
• Navigate the firm’s resources and act as a liaison with Market Administrator and internal/external partners.
• Provide organizational support for HR using HR systems (I-9 processing, onboarding, transfers, termination paperwork).
• Participate in firm initiatives and communicate branch/market initiatives.
• Train and lead ad hoc projects and events for the Branch.

Skills

Excellent verbal and written communic_

Time management

Detail oriented

Prioritization

Team player

Adaptable/multitask

Proactive/self-starter

Discretion/confidentiality

Willingness to obtain licenses

Education

High School Diploma/Equivalency

College degree preferred

Two+ years of related experience a plus

Tools

Microsoft Office

HR systems

Job description

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff. This role may oversee multiple branch locations and acts as a culture carrier for core firm values.

The BA will handle expense management, event coordination, vendor payments, HR process support, and office administration. Strong organizational and communication skills are essential in a fast-paced environment.