Executive Assistant to Wealth Advisory Team

Morgan Stanley; Oklahoma City (OK); Sur place; USD 42 000 - 56 000; Plein temps

Résumé du poste

Morgan Stanley in the United States seeks a Team Administrator to provide executive assistant support for Financial Advisors, PWAs, and teams. You will handle calls, calendar coordination, and expense processing with high attention to detail.

The role requires strong organizational skills, proficiency in Microsoft Office, and the ability to multi-task in a fast-paced environment. This is an on-site position serving a dynamic private wealth team.

Qualifications

• High school diploma or equivalent.
• Willingness to obtain securities licenses (Series 7/66 or 63/65).

Responsabilités

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

Connaissances

Detail oriented

Effective communication

Time management

Team player

Multitasking

Calendar management

Expense processing

Microsoft Office

Formation

High school diploma

Series 7/66 or 63/65

Outils

Microsoft Office

Outlook

Excel

PowerPoint

Description du poste

Morgan Stanley in the United States seeks a Team Administrator to provide executive assistant support for Financial Advisors, PWAs, and teams. You will handle calls, calendar coordination, and expense processing with high attention to detail.

The role requires strong organizational skills, proficiency in Microsoft Office, and the ability to multi-task in a fast-paced environment. This is an on-site position serving a dynamic private wealth team.