Executive Assistant to Wealth Advisors

Socket.dev; Washington; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental and Vision

401(k)

Paid Time Off

Job summary

Morgan Stanley seeks a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth teams, handling phones, calendar management and travel coordination. The ideal candidate is highly organized, detail oriented and able to multi-task in a fast-paced environment, with advanced Microsoft Office skills and strong communication.

Applicants must be legally authorized to work in the United States.

Qualifications

• High school diploma or equivalent is required.
• Willingness to obtain Series 7/66 and/or Series 63/65.
• Strong organizational and communication skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide executive assistant support for Financial Advisors/ PWAs/ teams.
• Answer inbound phone calls and schedule follow-up calls.
• Manage calendars and coordinate meetings with logistics.
• Maintain travel itineraries and prepare expense reports.
• Assist with general in-office functions such as copying, filing and scanning.
• Submit expense reports as directed by FAs/PWAs.

Skills

Detail oriented

Time management

Communication

Team player

Multi-tasking

Adaptability

Education

High school diploma or equivalent

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

Tools

Microsoft Office

Zoom

Job description

Morgan Stanley seeks a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth teams, handling phones, calendar management and travel coordination. The ideal candidate is highly organized, detail oriented and able to multi-task in a fast-paced environment, with advanced Microsoft Office skills and strong communication.

Applicants must be legally authorized to work in the United States.