Executive Assistant to Financial Advisors

Morgan Stanley; Birmingham (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional growth

Job summary

A leading financial services firm is seeking a Team Administrator in Birmingham, Michigan. The role involves providing executive assistant support for Financial Advisors, managing calendars, handling phone coverage, and preparing expense reports. Candidates should have a high school diploma, superb organization skills, and the ability to multi-task. This position offers the chance to work in a collaborative and fast-paced environment with ample employee benefits and opportunities for growth.

Qualifications

• High school diploma or equivalent required.
• Willing to obtain required financial licenses.

Responsibilities

• Provide administrative support to Financial Advisors.
• Manage calendars, schedule meetings, and logistics.
• Prepare and submit expense reports.
• Assist with in-office support and general tasks.

Skills

Detail oriented

Advanced Microsoft Office skills

Effective communication skills

Strong time management

Team player

Ability to multi-task

Education

High school diploma/Equivalency

Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Team Administrator in Birmingham, Michigan. The role involves providing executive assistant support for Financial Advisors, managing calendars, handling phone coverage, and preparing expense reports. Candidates should have a high school diploma, superb organization skills, and the ability to multi-task. This position offers the chance to work in a collaborative and fast-paced environment with ample employee benefits and opportunities for growth.