Part-Time Team Administrator

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

POSITION SUMMARY:

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.

DUTIES and RESPONSIBILITIES:

Provide administrative coverage for a FA/PWA/team including:

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing, and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High school diploma/Equivalency
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
• Detail orientated with superior organizational skills
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Effective communication and interpersonal skills (both written and verbal)
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: [$55,000 - $75,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.