Executive Assistant to Financial Advisory Team

Morgan Stanley; Wellesley (MA); On-site; USD 21,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking an organized Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. The role includes phone coverage, calendar management, travel itineraries and expense processing in a fast-paced environment.

The ideal candidate will be detail-oriented with strong MS Office skills, excellent written and verbal communication, and the ability to multi-task and collaborate across teams.

Qualifications

• High school diploma or equivalent.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Effective written and verbal communication.
• Team player with the ability to collaborate and multi-task.

Responsibilities

• Answer inbound calls or schedule follow-up calls with FAs/PWAs/teams.
• Manage calendar and coordinate meetings with logistics and Zoom credentials.
• Maintain travel itineraries, prepare expense reports and reimbursements.
• Provide general in-office support like copying, filing and scanning docs.
• Prepare and submit expense reports as directed by FA/PWA.
• Participate in firm initiatives and special projects.

Skills

Detail orientation

Organizational skills

Communication

Team player

Multi-tasking

Adaptability

Education

High school diploma

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

Tools

MS Office

Job description

Morgan Stanley is seeking an organized Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. The role includes phone coverage, calendar management, travel itineraries and expense processing in a fast-paced environment.

The ideal candidate will be detail-oriented with strong MS Office skills, excellent written and verbal communication, and the ability to multi-task and collaborate across teams.