Executive Assistant to Financial Advisors

711 MS Smith Barney, LLC; Oklahoma City (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

Morgan Stanley in Oklahoma City is seeking a detail‑oriented Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. You will handle phone coverage, calendar management, and expense processing with strong organization and multitasking ability.

The role requires a high school diploma or equivalent, and a willingness to obtain Series 7/66 or Series 63/65. Advanced MS Office skills and excellent communication are essential for success in this

Qualifications

• High school diploma or equivalent required.
• Willingness to obtain Series 7/66 or Series 63/65 as applicable.

Responsibilities

• Answer inbound/outbound calls and schedule follow-up with FAs/PWAs/teams.
• Manage calendar and coordinate meetings, including Zoom invites.
• Maintain travel itineraries and prepare expense reports for reimbursement.
• Provide general in-office support such as copying, filing and scanning.
• Prepare and submit expense reports as directed by the FA/PWA.
• Participate in firm initiatives and special projects as directed by local management.

Skills

Detail oriented

MS Office

Communication

Time management

Team player

Adaptable

Education

High school diploma or equivalent

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

Tools

MS Office Suite

Job description

Morgan Stanley in Oklahoma City is seeking a detail‑oriented Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. You will handle phone coverage, calendar management, and expense processing with strong organization and multitasking ability.

The role requires a high school diploma or equivalent, and a willingness to obtain Series 7/66 or Series 63/65. Advanced MS Office skills and excellent communication are essential for success in this