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Job Type
Full Time
Job Details
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
- High school diploma required
- 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)
- Business Service Officer
About the Company
Morgan Stanley
New York City, NY, United States
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management... Read more