Team Administrator
Core
Provide administrative support for Financial Advisors, managing calendars, client calls, information requests, and meeting logistics.
Role type
Administrative Assistant / Team Administrator
Builds
Internal and external events, meeting logistics, and client/prospect meeting preparations
Domain
Financial Services / Wealth Management
Required skills
Calendar management, email and phone coordination, travel scheduling, expense report processing, Microsoft Office (Word, Excel, Outlook, PowerPoint), client meeting preparation, firm initiative participation, training program engagement, digital service identification
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses
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