POSITION SUMMARY:The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests. The role requires a highly organized individual with strong attention to detail and the ability to multi-task.DUTIES and RESPONSIBILITIES:Manage calendars and coordinate internal and external events and meetings for the team, including logistics, attendees, materials and communicationsMonitor email, answer phone calls, mail services, general copying, filing and scanningSchedule travel and process expense reportsAssist with client and prospect meeting preparationProactively participate in firm initiatives directed by local managementActively engage in available training and education programs to maintain current status on policies, procedures and risk awarenessIdentify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley MobileFacilitate and/or conduct ad hoc projects, training, and events for the team as necessaryAdminister other duties as delegated by the teamNote: Role is not responsible for soliciting and processing client account requestsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceHigh school diploma requiredKnowledge/SkillsDetail orientated with superior organizational skillsAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Effective communication and interpersonal skills (both written and verbal)Strong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Reports To:Business Service OfficerMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
