Team Administrator

Morgan Stanley; Lake Oswego (OR); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Team Administrator to support Financial Advisors with calendar management, client calls, and information requests. The role requires strong organization, attention to detail, and multitasking in a fast-paced environment.

The position supports event coordination, travel scheduling, expense processing, and preparation for client meetings, with opportunities to engage in firm initiatives and training programs.

Qualifications

• High school diploma is required.
• Detail oriented with superior organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Effective written and verbal communication.
• Strong time management and ability to multitask.
• Team player with collaborative mindset.
• Willingness to obtain securities licenses (Series 7/66/63/65) in the future.

Responsibilities

• Manage calendars and coordinate internal and external meetings and events for the team.
• Monitor email, answer calls, mail services, and perform general office tasks.
• Schedule travel and process expense reports.
• Assist with client and prospect meeting preparation.
• Participate in firm initiatives and training programs.
• Identify firm services and digital offerings for clients.

Skills

Detail oriented

Time management

Effective communication

Team player

Multitasking

Adaptable

Willingness to obtain Series 7/66/63/

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

Qualifications - External

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

To 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.