Elite Financial Advisory Team Administrator

Morgan Stanley; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Job summary

A leading financial services firm is seeking a Team Administrator in Birmingham, Alabama. The role focuses on providing comprehensive executive assistant support to Financial Advisors and Private Wealth Advisors. Responsibilities include managing calendars, coordinating meetings, and processing expenses. Ideal candidates should possess a high school diploma, organizational skills, and a willingness to obtain necessary securities licenses. The firm emphasizes diversity, inclusion, and a supportive work environment while offering competitive benefits.

Qualifications

• Willingness to obtain Series 7, Series 66, or Series 65 licenses.
• Detail-oriented with superior organizational skills.
• Effective communication and interpersonal skills.

Responsibilities

• Provide administrative coverage for Financial Advisors/teams.
• Manage calendar including scheduling meetings.
• Maintain travel itineraries and expense reports.

Skills

Detail orientated

Organizational skills

Microsoft Office

Effective communication

Time management

Collaboration

Adaptability

Education

High school diploma/Equivalency

Job description

A leading financial services firm is seeking a Team Administrator in Birmingham, Alabama. The role focuses on providing comprehensive executive assistant support to Financial Advisors and Private Wealth Advisors. Responsibilities include managing calendars, coordinating meetings, and processing expenses. Ideal candidates should possess a high school diploma, organizational skills, and a willingness to obtain necessary securities licenses. The firm emphasizes diversity, inclusion, and a supportive work environment while offering competitive benefits.