Impactful Team Administrator for Wealth Advisory

PowerToFly; Tacoma (WA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, Vı

Health and wellness programs

Job summary

Morgan Stanley in Tacoma, WA is seeking a Team Administrator to provide executive assistant support to Financial Advisors and Private Wealth teams. The role emphasizes calendar management, travel coordination, expense reporting, and strong organizational skills in a fast-paced environment.

Qualifications include a high school diploma, willingness to obtain securities licenses, excellent MS Office proficiency, and clear communication.

Qualifications

• High school diploma or equivalent required.
• Willingness to obtain Series 7/66/63/65 licenses as applicable.
• Strong attention to detail and organization.
• Proficiency in Word, Excel, Outlook and PowerPoint.
• Excellent written and verbal communication.

Responsibilities

• Provide administrative coverage for a FA/PWA/team including scheduling calls and meetings.
• Manage calendars and coordinate meetings with logistics and Zoom credentials.
• Prepare travel itineraries and expense reports; manage reimbursements.
• Perform general in-office support tasks (copying, filing, scanning).
• Submit expense reports as directed by FA/PWA.
• Participate in training and special projects as assigned by management.

Skills

Detail oriented

Effective communication

Time management

Team player

Adaptable and multi-task

Education

High school diploma/Equivalency

Willingness to obtain securities licenses (Series 7/66/63/65)

Tools

Microsoft Office

Job description

Morgan Stanley in Tacoma, WA is seeking a Team Administrator to provide executive assistant support to Financial Advisors and Private Wealth teams. The role emphasizes calendar management, travel coordination, expense reporting, and strong organizational skills in a fast-paced environment.

Qualifications include a high school diploma, willingness to obtain securities licenses, excellent MS Office proficiency, and clear communication.