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.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with 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.
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
Maintaining travel itineraries
General in-office support functions
Advanced Microsoft Office skills
Nice-to-have
Highly organized individual
Strong attention to detail
Ability to multi-task
Effective communication skills
Team player
Adaptable
Key Requirements
High school diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)