Team Administrator
Morgan Stanley
This job at a glance
- Who can apply
- New grads, no experience needed · Diploma
- Must know
- Lead generationExcelMicrosoft Office
- Work
- On-site in Wellesley
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office61%Excel59%Lead generation2%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
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About the Role
The Team Administrator provides executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams.
Key Responsibilities
- Provide administrative coverage for a FA/PWA/team, including:
- Answering inbound phone calls or making outbound calls.
- Managing calendars, coordinating meetings, and preparing meeting materials (e.g., agendas, Zoom credentials).
- Maintaining travel itineraries.
- Preparing and processing expense reports and managing reimbursement.
- Assisting with general in-office support functions (copying, filing, scanning).
- Participate in firm initiatives (e.g., training, education programs), special projects, and other duties directed by local management.
Requirements & Tech Stack
- Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint.
- Communication: Effective written and verbal communication and interpersonal skills.
- Organization: Detail-oriented with superior organizational skills.
- Time Management: Strong time management skills.
- Collaboration: Team player with the ability to collaborate with others.
- Adaptability: Ability to work in a fast-paced, evolving environment and multi-task.
Qualifications
- High school diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Reports To
- Business Service Officer