Morgan Stanley
PWM Branch Administrator
$45K–$95K
San Francisco, California · On-site · Full-time · Posted Oct 21, 2026
- Experience
- Two or more years of related experience is a plus.
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides administrative and operational support for a Morgan Stanley wealth management branch, including expense coordination, office management, staff support, and branch initiatives.
What you'll do
- Manage branch travel, events, invoices, and expense processes while coordinating with Accounts Payable and business partners.
- Support HR and branch management activities, including onboarding paperwork, communications, meetings, and firm initiatives.
- Oversee office administration, facilities, supplies, business continuity plans, and technology projects.
What they ask for
- High School Diploma/Equivalency.
- Strong computer skills and knowledge of Microsoft Office.
- Strong communication, organizational, time-management, prioritization, and interpersonal skills.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Nice to have
- College degree.
- Two or more years of related experience is a plus.
Pay
$45k and $95k per year (base salary)
Tools
Microsoft Office
Model-written summary · the original posting is authoritative