Team Administrator
About The Position
The Team Administrator provides executive assistant and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. The role includes phone coverage, calendar management, meeting coordination, travel itinerary maintenance, expense reporting, reimbursement support, and general in-office assistance. The successful candidate is organized, detail-oriented, adaptable, and able to manage multiple tasks in a fast-paced environment. The position also participates in firm initiatives, training or education programs, and special projects as directed by local management. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.
Requirements
- High school diploma or equivalent.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Detail-oriented with superior organizational skills.
- Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
- Effective written and verbal communication and interpersonal skills.
- Strong time-management skills.
- Ability to collaborate with others as a team player.
- Ability to work in a fast-paced, evolving environment.
- Adaptability and ability to multitask.
- Must be legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Responsibilities
- Answer inbound phone calls and make outbound calls, including scheduling follow-up calls with Financial Advisors, Private Wealth Advisors, or teams.
- Manage calendars and coordinate meetings or events, including preparing materials, maintaining agendas, and sending calendar invitations with Zoom credentials.
- Maintain travel itineraries.
- Prepare expense reports and manage the reimbursement process, including submitting reports for processing at the direction of the Financial Advisor or Private Wealth Advisor.
- Provide general in-office support, such as copying, filing, and scanning documentation.
- Participate in firm initiatives, including training or education programs, special projects, and other duties directed by local management.
Benefits
- Morgan Stanley describes its employee benefits and perks as attractive and comprehensive, but does not specify individual benefits in the posting.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
