Team Administrator

711 MS Smith Barney, LLC; Wellesley (MA); On-site; USD 21,000 - 59,000; Full time

Job summary

Morgan Stanley is seeking a diligent Team Administrator to provide executive assistant support for Financial Advisors, Private Wealth Advisors and teams. The role covers phone coverage, calendar management, travel itineraries and expense processing, with a focus on accuracy and multi-tasking in a dynamic office setting.

The ideal candidate will be highly organized, detail oriented and proficient in Microsoft Office, able to coordinate meetings, prepare materials, and collaborate with colleagues

Qualifications

• High school diploma or equivalent.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Excellent organizational and communication skills.

Responsibilities

• Answer inbound or outbound calls and schedule follow-up with FAs/PWAs/teams.
• Manage calendars and coordinate meetings with logistics such as Zoom credentials.
• Prepare travel itineraries and expense reports; handle reimbursements.
• Provide general in-office support (copying, filing, scanning).
• Prepare and submit expense reports as directed by FAs/PWAs.
• Participate in firm initiatives, training, and special projects.

Skills

Detail oriented

Time management

Communication

Team player

Adaptable

Multi-tasking

Education

High school diploma/Equivalency

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Zoom

Job description

POSITION SUMMARY

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)
• 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 multi-task

Reports to

• Business Service Officer

Morgan Stanley 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.

In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do