Team Administrator
Morgan Stanley
This job at a glance
- Who can apply
- New grads, no experience needed · Diploma
- Must know
- Lead generationOperationsExcelMicrosoft Office
- Work
- On-site in Wellesley
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office66%Operations65%Excel59%Lead generation2%of 97 similar entry-level jobs posted in the US this week
- Listed
- Nov 9, 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. This includes phone coverage, calendar management, and expense processing. A successful candidate will be highly organized with strong attention to detail and the ability to multi-task.
Key Responsibilities
- Provide administrative coverage for a FA/PWA/team.
- Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls).
- Manage the calendar, including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
- Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
- Assist with general in-office support functions such as copying, filing, and scanning documentation.
- Prepare and submit expense reports for processing at the direction of the FA/PWA.
- Participate in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.
Requirements & Tech Stack
- Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint)
- Zoom
Qualifications
- High school diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Detail-oriented with superior organizational skills.
- 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