Branch Operations & Finance Coordinator

Morgan Stanley; Holladay (UT); On-site; USD 48,000 - 76,000; Full time

Job summary

Morgan Stanley seeks a Branch Administrator to provide comprehensive administrative support across the Branch, assisting the Branch Manager, Financial Advisors, and staff. The BA may oversee multiple branches and acts as a culture carrier aligned with the firm’s core values.

You will handle expenses, events, vendor relations, HR system tasks and office operations while contributing to firm initiatives and maintaining risk awareness. This role offers opportunities to grow within the business.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• 2+ years related experience is a plus.
• Strong computer skills; MS Office proficiency.
• Excellent verbal and written communication; telephone coverage.
• Detail oriented with strong organizational skills.
• Ability to prioritize work; multitask; adapt to a fast-paced environment.
• Proactive self-starter with discretion and confidentiality.
• Willingness to obtain Series 7/66 or 63/65.

Responsibilities

• Expense management support for branch operations.
• Coordinate events, meetings, and pre-approvals.
• Work with Accounts Payable to manage invoices and vendor setup.
• Maintain Branch finance and expense data with CBSO/BSO.
• Provide HR system support (I-9, onboarding, transfers).
• Assist with firm remediations and risk initiatives.
• Support Branch facilities and office administration tasks.
• Lead office management including supplies and continuity plans.

Skills

Microsoft Office

Verbal communication

Written communication

Time management

Discretion & confidentiality

Team player

Education

High School Diploma

College degree preferred

Job description

Morgan Stanley seeks a Branch Administrator to provide comprehensive administrative support across the Branch, assisting the Branch Manager, Financial Advisors, and staff. The BA may oversee multiple branches and acts as a culture carrier aligned with the firm’s core values.

You will handle expenses, events, vendor relations, HR system tasks and office operations while contributing to firm initiatives and maintaining risk awareness. This role offers opportunities to grow within the business.