Private Wealth Management Team Administrator

Morgan Stanley

Not specified (assumed to be hybrid or onsite based on industry norms)
Phone coverage and calendar management
Advanced microsoft office skills
Strong attention to detail
Morgan Stanley is seeking a Private Wealth Management Team Administrator to provide administrative support to Financial Advisors and Private Wealth Advisors. The ideal candidate should be highly organized, detail-oriented, and capable of multi-tasking in a fast-paced environment

Job Summary

  • The Team Administrator provides essential support to Financial Advisors and Private Wealth Advisors.
  • Responsibilities include managing calendars, phone calls, and expense reports.
  • Morgan Stanley values diversity and offers comprehensive employee benefits.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Private Wealth Management Team Administrator to provide administrative support to Financial Advisors and Private Wealth Advisors. The ideal candidate should be highly organized, detail-oriented, and capable of multi-tasking in a fast-paced environment.

Skills & Requirements

Must-have

  • Phone coverage and calendar management
  • Advanced Microsoft Office skills
  • Strong attention to detail

Nice-to-have

  • Ability to work in a fast-paced environment
  • Effective communication and interpersonal skills
  • Team player with collaboration skills

Key Requirements

  • High school diploma or equivalent
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

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