Morgan Stanley
Team Administrator
Position Summary
The Team Administrator provides executive assistant support for Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams, including phone coverage, calendar management and expense processing. A successful candidate is highly organized, detail oriented and can multi‑task.
Duties and Responsibilities
Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed)
Manage the calendar, including coordinating meetings or events and preparing agendas or Zoom credentials
Maintain travel itineraries, prepare expense reports and manage the reimbursement process
Assist with general in‑office support functions such as copying, filing and scanning documentation
Prepare and submit expense reports for processing at the direction of the FA/PWA
Participate in firm initiatives (e.g., training or education programs) and special projects as directed by local management
Education, Experience, Knowledge and Skills
High school diploma/Equivalency
Willingness to obtain Series 7 (GS), 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 We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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).
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The Team Administrator provides executive assistant support for Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams, including phone coverage, calendar management and expense processing. A successful candidate is highly organized, detail oriented and can multi‑task.
Duties and Responsibilities
Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed)
Manage the calendar, including coordinating meetings or events and preparing agendas or Zoom credentials
Maintain travel itineraries, prepare expense reports and manage the reimbursement process
Assist with general in‑office support functions such as copying, filing and scanning documentation
Prepare and submit expense reports for processing at the direction of the FA/PWA
Participate in firm initiatives (e.g., training or education programs) and special projects as directed by local management
Education, Experience, Knowledge and Skills
High school diploma/Equivalency
Willingness to obtain Series 7 (GS), 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 We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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).
#J-18808-Ljbffr