Branch Operations Specialist

Morgan-Stanley; Town of Islip (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 and assist the Branch Manager with branch facilities, Financial Advisors, and support staff. The BA may oversee multiple branch locations as directed by Market Management, serving as a culture carrier for the firm's core values.

The role offers exposure to all areas of the business, opportunities for growth, and requires strong organizational, communication, and

Qualifications

• Strong computer skills and knowledge of Microsoft Office.
• Excellent verbal and written communication skills.
• Strong time management and organizational abilities.
• Ability to 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

• Provide administrative support to Branch Management, including travel arrangements and calendar coordination.
• Coordinate expense requests, events, and meetings with internal and external partners.
• Assist Accounts Payable with invoices, vendor setup, and reconciliations.
• Support HR tasks such as new hires, onboarding, and policy updates.
• Serve as a liaison for facilities, technology projects, and market-driven initiatives.

Skills

Microsoft Office

Verbal communication

Written communication

Time management

Interpersonal skills

Organization

Multitasking

Discretion/Confidentiality

Teamwork

Proactivity

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in New York is seeking a Branch Administrator to provide comprehensive administrative support to the Branch and assist the Branch Manager with branch facilities, Financial Advisors, and support staff. The BA may oversee multiple branch locations as directed by Market Management, serving as a culture carrier for the firm's core values.

The role offers exposure to all areas of the business, opportunities for growth, and requires strong organizational, communication, and