Team Administrator*

Association of Collegiate Conference and Events Directors-International; Forney (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Team Administrator to provide essential support for Financial Advisors. This role involves managing calendars, coordinating events, and ensuring efficient communication and organization. Candidates should exhibit strong organizational skills and be detail-oriented, while also being adaptable in a dynamic work environment. A high school diploma is required, with opportunities for further training and certification in financial services.

Qualifications

• High school diploma required.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Detail orientated with superior organizational skills.

Responsibilities

• Manage calendars and coordinate internal/external events and meetings.
• Schedule travel and process expense reports.
• Facilitate team projects, training, and events.

Skills

Detail oriented

Organizational skills

Time management

Team collaboration

Adaptability

Education

High school diploma

Tools

Microsoft Office

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