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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

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