Team Administrator

Morgan Stanley; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Job summary

A leading financial services firm is seeking a Team Administrator in Birmingham, Alabama. The role focuses on providing comprehensive executive assistant support to Financial Advisors and Private Wealth Advisors. Responsibilities include managing calendars, coordinating meetings, and processing expenses. Ideal candidates should possess a high school diploma, organizational skills, and a willingness to obtain necessary securities licenses. The firm emphasizes diversity, inclusion, and a supportive work environment while offering competitive benefits.

Qualifications

• Willingness to obtain Series 7, Series 66, or Series 65 licenses.
• Detail-oriented with superior organizational skills.
• Effective communication and interpersonal skills.

Responsibilities

• Provide administrative coverage for Financial Advisors/teams.
• Manage calendar including scheduling meetings.
• Maintain travel itineraries and expense reports.

Skills

Detail orientated

Organizational skills

Microsoft Office

Effective communication

Time management

Collaboration

Adaptability

Education

High school diploma/Equivalency

Job description

Position Summary

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate 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), 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

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.

Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).