Job Description

POSITION SUMMARY:

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)

(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage,

calendar management and expense processing. A successful candidate for this role will be a highly

organized individual with strong attention to detail and the ability to multi-task.

DUTIES and RESPONSIBILITIES:

Provide administrative coverage for a FA/PWA/team including:

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with

FAs/PWAs/teams as needed)

• Managing the calendar including coordinating meetings or events with logistics such as material

prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process

• Assisting with general in-office support functions such as copying, filing, and scanning

documentation

• Preparing and submitting expense reports for processing at the direction of the FA/PWA

• Participating in firm initiatives (e.g., training or education programs), special projects and/or other

duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :

Education and/or Experience

• High school diploma/Equivalency

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

Knowledge/Skills

• Detail orientated with superior organizational skills

• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

• Effective communication and interpersonal skills (both written and verbal)

• Strong time management skills

• Team player with the ability to collaborate with others

• Ability to work in a fast-paced, evolving environment

• Adaptable and ability to multi-task

Reports to:

• Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #LI-CS

Job Tags

Similar Jobs