Team Administrator

Morgan Stanley•Lake Oswego, OR

About The Position

The Team Administrator provides support to Financial Advisor(s), including calendar management, client calls, and information requests. The position requires a highly organized individual with strong attention to detail and the ability to multitask. The role is not responsible for soliciting or processing client account requests.

Requirements

High school diploma required.
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 work collaboratively 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, now or in the future, sponsorship for employment visa status.

Nice To Haves

Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).

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 preparation for client and prospect meetings.
Participate proactively in firm initiatives directed by local management.
Engage in available training and education programs to stay current on policies, procedures, and risk awareness.
Identify Firm services and solutions that support client needs, including secure digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
Facilitate or conduct ad hoc projects, training, and events for the team as needed.
Administer other duties as delegated by the team.