Team Administrator

Morgan Stanley•Lake Oswego, OR

About The Position

The Team Administrator supports Financial Advisor(s) with calendar management, client calls, and information requests. The role requires strong organization, attention to detail, and multitasking ability. The administrator also helps coordinate team meetings and events, prepare for client and prospect meetings, and carry out other team duties as delegated. The role is not responsible for soliciting or processing client account requests.

Requirements

High school diploma.
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.
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Must be legally authorized to work in the United States and must not require current or future employment visa sponsorship.

Responsibilities

Manage calendars and coordinate internal and external team events and meetings, including logistics, attendees, materials, and communications.
Monitor email and handle phone calls, mail services, copying, filing, and scanning.
Schedule travel and process expense reports.
Assist with client and prospect meeting preparation.
Participate proactively in firm initiatives directed by local management.
Engage in available training and education programs to maintain current knowledge of policies, procedures, and risk awareness.
Identify Firm services and solutions that support clients’ needs, including secure digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
Facilitate or conduct ad hoc team projects, training, and events as necessary.
Administer other duties as delegated by the team.