Team Administrator

Morgan Stanley•Oklahoma City, OK

About The Position

The Team Administrator provides executive assistant support to Financial Advisors, Private Wealth Advisors, and their teams. The role includes phone coverage, calendar management, travel and expense administration, and general in-office support. The successful candidate is highly organized, detail-oriented, and able to multitask in a fast-paced, evolving environment.

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).
Strong attention to detail and 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 and must not require employment visa sponsorship now or in the future.

Responsibilities

Provide administrative coverage for Financial Advisors, Private Wealth Advisors, and their teams.
Answer inbound calls and make outbound calls, including scheduling follow-up calls as needed.
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.
Provide general in-office support, including copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the Financial Advisor or Private Wealth Advisor.
Participate in firm initiatives such as training or education programs, special projects, and other duties directed by local management.