Wealth Team Operations & Calendar Specialist

Morgan Stanley; Roanoke (VA); On-site; USD 35,360 - 90,000; Full time

Job summary

Morgan Stanley is looking for a Team Administrator based in Roanoke, Virginia, to provide executive assistant support for Financial Advisors and Private Wealth Advisors. Key responsibilities include managing calendars, handling phone calls, and preparing expense reports. The ideal candidate should be detail-oriented with excellent organizational skills and advanced Microsoft Office proficiency.

This role offers a competitive salary between $35,360 and $90,000 per year, determined based on experience and qualifications.

Qualifications

• Detail oriented with superior organizational skills.
• Effective communication and interpersonal skills (both written and verbal).
• Strong time management skills.

Responsibilities

• Answering inbound phone calls or making outbound calls.
• Managing the calendar including coordinating meetings.
• Maintaining travel itineraries, preparing expense reports.

Skills

Advanced Microsoft Office skills

Effective communication skills

Time management skills

Detail oriented

Ability to multi-task

Education

High school diploma/Equivalency

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

Job description

Morgan Stanley is looking for a Team Administrator based in Roanoke, Virginia, to provide executive assistant support for Financial Advisors and Private Wealth Advisors. Key responsibilities include managing calendars, handling phone calls, and preparing expense reports. The ideal candidate should be detail-oriented with excellent organizational skills and advanced Microsoft Office proficiency.

This role offers a competitive salary between $35,360 and $90,000 per year, determined based on experience and qualifications.