Team Administrator

POSITION SUMMARY:

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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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.

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Expected base pay rates for the role will be between $35360 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 Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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