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Team Administrator - Part Time
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ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Position 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.
Duties And Responsibilities
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing, and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Education, Experience, Knowledge, And Skills
High school diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
Detail orientated 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
Auto req ID 461767BR
Minimum Education Required High School/GED
Job Category Administrative and Support Services
Location Virginia Beach, Virginia
Job Code Executive_Assistant Executive Assistant
Affiliate Sponsor Morgan Stanley
Seniority level Entry level
Employment type Part-time
Job function Information Technology
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Team Administrator - Part Time
role at
VetJobs .
Be among the first 25 applicants.
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Position 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.
Duties And Responsibilities
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing, and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Education, Experience, Knowledge, And Skills
High school diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
Detail orientated 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
Auto req ID 461767BR
Minimum Education Required High School/GED
Job Category Administrative and Support Services
Location Virginia Beach, Virginia
Job Code Executive_Assistant Executive Assistant
Affiliate Sponsor Morgan Stanley
Seniority level Entry level
Employment type Part-time
Job function Information Technology
Referrals increase your chances of interviewing at VetJobs by 2x.
Get notified about new Team Administrator jobs in Virginia Beach, VA.
#J-18808-Ljbffr