Team Administrator: Streamline Scheduling & Office Support

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

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.