Branch Operations Specialist

Morgan Stanley; Ponte Vedra Beach (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support for the branch, its facilities, Financial Advisors, and staff. This role involves coordination of events, expense management, HR tasks, and office operations to ensure smooth daily functioning.

As a culture carrier, you will help uphold firm values and contribute to a learning environment with opportunities for growth across locations and teams.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Two+ years related experience preferred.

Responsibilities

• Manage travel and expense requests in line with policy.
• Coordinate branch events and meetings with approvals and logistics.
• Handle invoices, vendor setup and payments.
• Support HR processes including new hires and data entry.
• Provide facilities and admin support to branch and staff.
• Assist with office supplies, calendar maintenance, and back-up coverage.

Skills

Communication

Time management

Interpersonal skills

Attention to detail

Team player

Multitasking

Discretion

Series 7/66 prep

Education

High School Diploma

College degree preferred

Two+ years related experience

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Branch Administrator to provide comprehensive administrative support for the branch, its facilities, Financial Advisors, and staff. This role involves coordination of events, expense management, HR tasks, and office operations to ensure smooth daily functioning.

As a culture carrier, you will help uphold firm values and contribute to a learning environment with opportunities for growth across locations and teams.