The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests
Job Summary
The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests.
The role requires a highly organized individual with strong attention to detail and the ability to multi-task.
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.
Matching Summary
The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests.
Skills & Requirements
Must-have
Calendar management
Client communication
Microsoft Office Suite proficiency
Travel and expense processing
Meeting preparation
Nice-to-have
Proactive firm initiative participation
Client needs identification
Ad hoc project facilitation
Collaborative team player
Key Requirements
High school diploma required
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)