Team Administrator

Morgan Stanley

Key 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.

Requirements & Tech Stack

• Detail oriented 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 multitask.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Qualifications

• High school diploma required.