Executive Assistant to Financial Advisors

711 MS Smith Barney, LLC; Wellesley (MA); On-site; USD 21,000 - 59,000; Full time

Job summary

Morgan Stanley is seeking a diligent Team Administrator to provide executive assistant support for Financial Advisors, Private Wealth Advisors and teams. The role covers phone coverage, calendar management, travel itineraries and expense processing, with a focus on accuracy and multi-tasking in a dynamic office setting.

The ideal candidate will be highly organized, detail oriented and proficient in Microsoft Office, able to coordinate meetings, prepare materials, and collaborate with colleagues

Qualifications

• High school diploma or equivalent.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Excellent organizational and communication skills.

Responsibilities

• Answer inbound or outbound calls and schedule follow-up with FAs/PWAs/teams.
• Manage calendars and coordinate meetings with logistics such as Zoom credentials.
• Prepare travel itineraries and expense reports; handle reimbursements.
• Provide general in-office support (copying, filing, scanning).
• Prepare and submit expense reports as directed by FAs/PWAs.
• Participate in firm initiatives, training, and special projects.

Skills

Detail oriented

Time management

Communication

Team player

Adaptable

Multi-tasking

Education

High school diploma/Equivalency

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Zoom

Job description

Morgan Stanley is seeking a diligent Team Administrator to provide executive assistant support for Financial Advisors, Private Wealth Advisors and teams. The role covers phone coverage, calendar management, travel itineraries and expense processing, with a focus on accuracy and multi-tasking in a dynamic office setting.

The ideal candidate will be highly organized, detail oriented and proficient in Microsoft Office, able to coordinate meetings, prepare materials, and collaborate with colleagues