Team Administrator**

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 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 Note: Role is not responsible for soliciting and processing client account requests



EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High school diploma required Knowledge/Skills Detail orientated 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) Reports To: Business Service Officer Morgan Stanley


EOE committed to diversifying its workforce.


M/F/D/V