Team Administrator*

Nuvance Health; Forney (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading company in the financial services sector is seeking a Team Administrator to provide vital support to Financial Advisors. This role entails managing calendars, coordinating events, and assisting with client communications in a fast-paced environment. Ideal candidates will possess a high school diploma and advanced organizational skills, with proficiency in Microsoft Office. Applicants should be adaptable and willing to engage in ongoing training.

Qualifications

• High school diploma required.
• Detail oriented with superior organizational skills.
• Advanced Microsoft Office skills.

Responsibilities

• Manage calendars and coordinate events for the team.
• Monitor email and handle general administrative tasks.
• Assist with client meeting preparation and scheduling.

Skills

Organizational skills

Detail oriented

Effective communication

Time management

Team collaboration

Adaptability

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

POSITION SUMMARY:

The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests. The role requires a highly organized individual with strong attention to detail and the ability to multi-task.

DUTIES and RESPONSIBILITIES:

• Manage calendars and coordinate internal and external events and meetings for the team, including logistics, attendees, materials and communications
• Monitor email, answer phone calls, mail services, general copying, filing and scanning
• Schedule travel and process expense reports
• Assist with client and prospect meeting preparation
• Proactively participate in firm initiatives directed by local management
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Facilitate and/or conduct ad hoc projects, training, and events for the team as necessary
• Administer other duties as delegated by the team

Note: Role is not responsible for soliciting and processing client account requests

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High school diploma required

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 multitask
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Reports To:

• Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V