Private Wealth Management Team Administrator

About this role

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 capi

Apply for this role on Morgan Stanley’s official careers site.