Team Administrator*

Morgan Stanley; Cincinnati (OH); On-site; USD 40,000 - 75,000; Full time

Job summary

An established industry player is seeking a highly organized Team Administrator to provide executive support for Financial Advisors. This role involves managing calendars, coordinating meetings, and handling expense reports. The ideal candidate will possess strong attention to detail, advanced Microsoft Office skills, and the ability to thrive in a fast-paced environment. Join a collaborative team that values diversity and inclusion, where your contributions will be recognized and rewarded. This position offers a chance to develop your skills while making a meaningful impact in the financial services sector.

Benefits

Comprehensive employee benefits

Opportunities for career advancement

Diversity and inclusion initiatives

Qualifications

• Strong organizational skills with attention to detail.
• Willingness to obtain necessary financial licenses.

Responsibilities

• Provide administrative support for Financial Advisors.
• Manage calendars, travel itineraries, and expense reports.

Skills

Detail orientation

Organizational skills

Microsoft Office skills

Effective communication

Time management

Team collaboration

Adaptability

Education

High school diploma

Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

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
  
  

Reports To

• Business Service Officer
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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).