Job Information
Morgan Stanley Team Administrator** in Chesterfield, Missouri
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
Job: *Wealth Management
Title: Team Administrator**
Location: Missouri-Chesterfield
Requisition ID: 3249076