Team Administrator

Responsibilities

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

Requirements

• High school diploma or equivalency
• Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• Strong organizational, time management, and multi-tasking abilities
• Effective written and verbal communication skills
• Willingness to obtain Series 7 and Series 66/63/65 licenses
• 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 and innovative strategies to help clients reach their goals while fostering stronger communities worldwide.