Private Wealth Management Team Administrator

Morgan Stanley • Chesterfield, MO

1d • Onsite

About The Position

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task. At Morgan Stanley, they raise, manage and allocate capital for their clients – helping them reach their goals. They do it in a way that’s differentiated – and they’ve done that for 90 years. Their values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions they make every day to do what's best for their clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Their teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. They are proud to support their employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Their recruiting efforts reflect their strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Their workforce reflects a broad cross-section of the global communities in which they operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Requirements

• High school diploma/Equivalency
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Detail orientated with superior organizational skills
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Effective communication and interpersonal skills (both written and verbal)
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task

Responsibilities

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing, and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Benefits

• attractive and comprehensive employee benefits and perks in the industry
• opportunity to move about the business
• supported and empowered environment
• culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees