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 OfficerExpected base pay rates for the role will be between $35,000 and $85,000 per year at the commencement of employment.However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan StanleyEOE committed to diversifying its workforce.M/F/D/V
