Team Administrator*

MEININGER Hotels; Forney (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

A prominent hotel chain is seeking a Team Administrator to support Financial Advisors. This role involves calendar management, client interactions, and fostering a well-organized work environment. Candidates must possess strong organizational skills, advanced Microsoft Office proficiency, and effective communication abilities. This position offers an exciting opportunity to contribute to a dynamic team and engage in various administrative duties.

Qualifications

• Detail-oriented individual with superior organizational skills.
• Advanced skills in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Willingness to obtain financial licenses (Series 7, 66, 63, or 65).

Responsibilities

• Manage calendars and coordinate events and meetings for the team.
• Monitor communication channels such as emails and phone calls.
• Assist with client meeting preparation and logistics.

Skills

Detail oriented

Organizational skills

Advanced Microsoft Office skills

Effective communication

Time management

Team player

Ability to multitask

Education

High school diploma

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