FCG Senior Client Services Administrator

Morgan Stanley•Portland, OR

About The Position

The FCG team is in search of a top notch self-driven Senior Client Services Administrator with prior executive support experience to assist our Sales Consultants and internal staff with day-to-day operations. This position performs a wide variety of complex clerical and administrative functions in support of those engaging in the sale & service of our institutional clients. As a Senior Client Services Administrator, this role is also expected to act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. Exceptional writing & organizational skills are essential to this position and are needed for composing, drafting and editing correspondence and presentations.

Requirements

High School Diploma/Equivalency required, College degree preferred
Minimum of five years’ experience supporting senior level executives is preferred
Knowledge of investment consulting or similar financial field preferred
Advance level knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Familiarity with customer relationship management software like Salesforce
Excellent verbal and written communication skills, including telephone coverage
Strong time management skills
Exceptional interpersonal and client service skills
Detail oriented with superior organization skills
Ability to prioritize work
Team player with the ability to collaborate with others
Ability to work in a fast-paced evolving environment
Adaptable and ability to multi-task
Proactive or self-starter
Ability to be discreet and maintain confidentiality on sensitive matters

Responsibilities

Provide administrative support for senior consultants with strong ability to multi-task
Manage multiple calendars and schedule client, prospect and vendor in-person/video conference meetings
Manage consultant tasks as it relates to external client meeting dates - communicate to staff to ensure deadlines are met
Make airline, hotel and vehicle rental reservations using Morgan Stanley internal firm approved tools and processes
Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expenses requests to ensure compliance with Firm policy utilizing online business systems
Prepare meeting agendas, client materials prep, letters, and executive travel documents for client meetings
Print and ship client materials in advance of client meetings
Compose written communications including outgoing correspondence, emails, presentations, forms, etc.
Troubleshoot educational or logistics-oriented client questions as needed
As relevant, support client contact information maintenance in Morgan Stanley systems
Perform administrative functions for the local office at large, including telephone coverage, reception coverage, other internal meeting coordination as well as file & calendar maintenance
Serve as point of contact for local office facilities management and maintain up-to-date office utilization information in the internal firm system
Lead office management efforts, including maintaining office supplies, ordering business cards & stationary or client report materials, support business continuity plans and act as key contact for the associated Rapid Notification System
Provide back up support to other members of administrative coverage team as needed
Help to track local site office and desk assignments, maintain capacity or usage data in Morgan Stanley real estate systems
Other duties and special projects as assigned