Team Administrator

Morgan-Stanley; Lake Oswego (OR); On-site; USD 42,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Team Administrator in Lake Oswego, Oregon to provide comprehensive support to Financial Advisors. The role emphasizes meticulous organization, calendar management, and proactive support for client meetings and events.

The position requires strong Microsoft Office skills, excellent communication, and the ability to multitask in a fast-paced environment. Candidates should be eligible to pursue required licenses (Series 7/66/63/65) as applicable.

Qualifications

• High school diploma required.
• Detail oriented with superior organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Effective communication and interpersonal skills (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.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

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.
• Administer other duties as delegated by the team.

Skills

Detail oriented

Microsoft Office

Communication

Time management

Team player

Adaptable

Multitask

Series 7/66/63/65 readiness

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 communicationsMonitor email, answer phone calls, mail services, general copying, filing and scanningSchedule travel and process expense reportsAssist with client and prospect meeting preparationProactively participate in firm initiatives directed by local managementActively engage in available training and education programs to maintain current status on policies, procedures and risk awarenessIdentify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley MobileFacilitate and/or conduct ad hoc projects, training, and events for the team as necessaryAdminister other duties as delegated by the teamNote: Role is not responsible for soliciting and processing client account requestsQualifications - ExternalEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceHigh school diploma requiredKnowledge/SkillsDetail orientated with superior organizational skillsAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Effective communication and interpersonal skills (both written and verbal)Strong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Reports To:Business Service OfficerTo qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .