Branch Operations Lead: Administration & Programs

Morgan Stanley; 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 administrative support to the Branch Manager, Financial Advisors, and staff across branch locations as directed. This role is a key entry point into the business, offering learning across operations and growth opportunities within the firm.

You will coordinate travel and expense requests, assist with accounts payable, HR onboarding, office management, meetings, and facilities liaison.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years related experience preferred.

Responsibilities

• Manage travel, entertainment, and event expense requests per Firm policy.
• Coordinate branch events and meetings with approvals and logistics.
• Assist Accounts Payable with invoices, vendor setup, and payments.
• Support HR processes including I-9, onboarding, and transfers.
• Provide branch admin support including calendar maintenance and travel arrangements.
• Serve as facilities liaison and coordinate office management tasks.

Skills

Microsoft Office

Communication skills

Judgement

Interpersonal skills

Organizational skills

Prioritization

Team player

Adaptable

Proactive

Discretion & confidentiality

Series 7/66 willingness

Education

High School Diploma/Equivalency

Tools

Microsoft Office

Job description

Morgan Stanley in New York is seeking a Branch Administrator to provide comprehensive administrative support to the Branch Manager, Financial Advisors, and staff across branch locations as directed. This role is a key entry point into the business, offering learning across operations and growth opportunities within the firm.

You will coordinate travel and expense requests, assist with accounts payable, HR onboarding, office management, meetings, and facilities liaison.