Team Administrator
The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.
DUTIES and RESPONSIBILITIES
Provide administrative coverage for a FA/PWA/team including:
•Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
•Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
•Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
•Assisting with general in-office support functions such as copying, filing, and scanning documentation
•Preparing and submitting expense reports for processing at the direction of the FA/PWA
•Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
•High school diploma/Equivalency
•Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
•Detail orientated with superior organizational skills
•Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
•Effective communication and interpersonal skills (both written and verbal)
•Strong time management skills
•Team player with the ability to collaborate with others
•Ability to work in a fast-paced, evolving environment
•Adaptable and ability to multi-task
Reports to
•Business Service Officer
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
Compensation and Benefits
Salary range for the position: $55,000 - $70,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award, and may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for employees.
