Wealth Team Executive Assistant | Calendar & Travel Expert

Morgan Stanley; Tacoma (WA); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Team Administrator to provide executive assistant support to Financial Advisors and Private Wealth Advisors. The role involves phone coverage, calendar management, travel itineraries, and expense processing, requiring strong organization and multitasking in a fast-paced environment.

The successful candidate will have a high school diploma, willingness to obtain required licenses, and advanced MS Office skills, with excellent communication and time-management

Qualifications

• High school diploma or equivalent.
• Willingness to pursue Series 7/66 or Series 63/65/65.
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Effective written and verbal communication.
• Strong time management abilities.
• Team player and collaborative.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multitask.

Responsibilities

• Answer inbound calls or make outbound calls (e.g., 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 handle reimbursements.
• Assist with general in-office tasks (copying, filing, scanning).
• Prepare and submit expense reports as directed by FA/PWA.
• Participate in firm initiatives, training, education programs, or other duties by local management.

Skills

Attention to detail

Organization

Microsoft Office

Communication

Time management

Team player

Multitasking

Adaptable

Fast-paced environment

Education

High school diploma

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

Tools

Zoom

Job description

Morgan Stanley is seeking a Team Administrator to provide executive assistant support to Financial Advisors and Private Wealth Advisors. The role involves phone coverage, calendar management, travel itineraries, and expense processing, requiring strong organization and multitasking in a fast-paced environment.

The successful candidate will have a high school diploma, willingness to obtain required licenses, and advanced MS Office skills, with excellent communication and time-management