Strategic Admin Partner for Financial Advisors

Morgan-Stanley; Oklahoma City (OK); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley in the United States seeks a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisor teams. Responsibilities include phone coverage, calendar management and expense processing in a fast-paced environment.

The role requires a high school diploma, strong organization, and advanced Microsoft Office skills. You will coordinate meetings, travel, and general office tasks while collaborating with colleagues.

Qualifications

• High school diploma or equivalent required.
• Proven ability to manage multiple tasks with attention to detail.
• Strong communication and collaboration skills across teams.

Responsibilities

• Provide administrative coverage for Financial Advisors/ PWAs/teams.
• Answer inbound calls or schedule follow-up calls; manage calendars and meetings.
• Maintain travel itineraries, prepare expense reports and processing reimbursements.
• Assist with general in-office tasks such as copying, filing and scanning.
• Participate in firm initiatives and special projects as directed by local management.

Skills

Detail orientation

Time management

Communication skills

Team player

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisor teams. Responsibilities include phone coverage, calendar management and expense processing in a fast-paced environment.

The role requires a high school diploma, strong organization, and advanced Microsoft Office skills. You will coordinate meetings, travel, and general office tasks while collaborating with colleagues.