Branch Administrator

Morgan Stanley Wealth Management - Potomac, MD


The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff.

  • Perform administrative functions for Branch Management team, including but not limited to, telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance
  • Navigate firm resources and act as a liaison between Branch Management and various internal and external business partners – address requests and escalate as necessary
  • Serve as a point of contact for Branch employees, including but not limited to, benefits/enrollments and registration/licensing and assist with communication around policy and updates as it relates to HR and Registration items
  • Responsible for office management, such as maintaining office supplies, ordering business cards and stationery, assisting in business continuity planning, and acting as point of contact for facilities management
  • Provide administrative support for HR processes (I-9 processing, New Hire and Termination paperwork, Workday, and Taleo)
  • Act as a point of contact for technology projects, migrations, equipment installs/ replacements
  • Prepare and review T&Es and ENC requests to ensure compliance with Firm policy utilizing online business systems, such as Concur, Ariba, and SMAART
  • Maintain and review Branch finance and expense management information
  • Proactively participate in firm initiatives directed by local management
  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
  • Facilitate and/or conduct ad hoc projects, trainings, and events for the Branch as necessary
  • Responsible for keeping office utilization updated via the Manhattan System

Education and/or Experience

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


  • Strong computer skills and knowledge of Microsoft Office products

Morgan Stanley
EOE committed to diversifying its workforce.
Version: 11-16-2017

Job Type: Full-time


  • Administrative: 2 years (Preferred)