Team Administrator

Morgan Stanley; Wellesley (MA); On-site; USD 21,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking an organized Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. The role includes phone coverage, calendar management, travel itineraries and expense processing in a fast-paced environment.

The ideal candidate will be detail-oriented with strong MS Office skills, excellent written and verbal communication, and the ability to multi-task and collaborate across teams.

Qualifications

• High school diploma or equivalent.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Effective written and verbal communication.
• Team player with the ability to collaborate and multi-task.

Responsibilities

• Answer inbound calls or schedule follow-up calls with FAs/PWAs/teams.
• Manage calendar and coordinate meetings with logistics and Zoom credentials.
• Maintain travel itineraries, prepare expense reports and reimbursements.
• Provide general in-office support like copying, filing and scanning docs.
• Prepare and submit expense reports as directed by FA/PWA.
• Participate in firm initiatives and special projects.

Skills

Detail orientation

Organizational skills

Communication

Team player

Multi-tasking

Adaptability

Education

High school diploma

Willingness to obtain Series 7/66 or Series 63/65

Tools

MS Office

Job description

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)

(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage,

calendar management and expense processing. A successful candidate for this role will be a highly

organized individual with strong attention to detail and the ability to multi-task.

DUTIES and RESPONSIBILITIES:

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing, and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High school diploma/Equivalency
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

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)
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task

Reports to:

EOE committed to diversifying its workforce.

M/F/D/V

Version: 7/10/2024

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.

Expected base pay rates for the role will be between $15 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.