Team Administrator

Morgan Stanley • Vancouver, WA

6d

About The Position

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

The administrator may also participate in firm initiatives, including training or education programs, and take on special projects or other duties as directed by local management. The position reports to the Business Service Officer. 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.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Responsibilities

• Provide administrative coverage for Financial Advisors, Private Wealth Advisors, and teams.
• Answer inbound phone calls and make outbound calls, including arranging 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 reimbursement processes.
• Provide general in-office support, such as copying, filing, and scanning documents.
• Prepare and submit expense reports for processing at the direction of the FA/PWA.
• Participate in firm initiatives, such as training or education programs, special projects, and other duties directed by local management.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Dependent Day Care Savings Account
• Life insurance
• Disability and other insurance plans
• Paid time off, including sick leave consistent with state and local law
• Parental leave
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Other employee perks
• Potential eligibility for an annual discretionary incentive compensation award and a business-unit incentive compensation plan, which may include a discretionary bonus component

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED