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You will be updated with latest job alerts via email$ 45000 - 90000
1 Vacancy
The Team Administrator is responsible for providing support for Financial Advisor(s) such as calendar management client calls and information requests. The role requires a highly organized individual with strong attention to detail and the ability to multi-task.
DUTIES and RESPONSIBILITIES:
Manage calendars and coordinate internal and external events and meetings for the team including logistics attendees materials and communications
Monitor email answer phone calls mail services general copying filing and scanning
Schedule travel and process expense reports
Assist with client and prospect meeting preparation
Proactively participate in firm initiatives directed by local management
Actively engage in available training and education programs to maintain current status on policies procedures and risk awareness
Identify Firm services and solutions that support clients needs including secure digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Facilitate and/or conduct ad hoc projects training and events for the team as necessary
Administer other duties as delegated by the team
Note: Role is not responsible for soliciting and processing client account requests
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
Education and/or Experience
High school diploma required
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 multitask
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports To:
Business Service Officer
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Expected base pay rates for the role will be between $45000 and $90000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Full-Time