Team Administrator at Morgan Stanley

Team Administrator

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)/Private Wealth Advisor(s)/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 Financial Advisor/Private Wealth Advisor/team including:

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Financial Advisor(s)/Private Wealth Advisor(s)/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 Financial Advisor/Private Wealth Advisor

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-oriented 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

What You Can Expect From Morgan Stanley:

At Morgan Stanley, we raise, manage, and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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).