Team Administrator

Responsibilities

• Provide executive assistant support for Financial Advisors and Private Wealth teams
• Manage calendars, including coordinating meetings, events, and logistics
• Handle inbound and outbound phone calls and scheduling
• Maintain travel itineraries and prepare expense reports for reimbursement
• Assist with general office support such as filing, scanning, and documentation
• Participate in firm initiatives, training programs, and special projects

Requirements

• High school diploma or equivalency
• Willingness to obtain Series 7 and Series 66/63/65 licenses
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint)
• Strong organizational, time management, and multi-tasking skills
• Effective written and verbal communication skills
• Ability to work in a fast-paced, evolving environment

About the Company

Morgan Stanley advises, originates, trades, manages, and distributes capital for people, governments, and institutions. Guided by core values of putting clients first and doing the right thing, the firm provides first-class service to help clients reach their goals while fostering stronger communities worldwide.