Team Administrator

Morstan

Calendar management
Expense processing
Answering inbound phone calls
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

Job 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.
  • 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 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.

Skills & Requirements

Must-have

  • Calendar management
  • Expense processing
  • Answering inbound phone calls
  • Preparing expense reports
  • Advanced Microsoft Office skills

Nice-to-have

  • Highly organized individual
  • Strong attention to detail
  • Ability to multi-task
  • Team player
  • Collaborate with others

Key Requirements

  • High school diploma/Equivalency
  • Willingness to obtain Series 7 (GS)
  • Willingness to obtain Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Work Rights

Not specified

Tailored Resume

Cover Letter