AI Job Assist
Job Seeker Employer
Job Seekers, Welcome to ALUMNI CAREER CENTER
Team Administrator**
Morgan Stanley
SAVE savedJobs
SAVE savedJobs

Team Administrator**

Morgan Stanley

Application
The application opened in a new tab.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
Posted:
June 19, 2024
Location:
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

Internal Number: 20901044
More Jobs from This Employer
More Jobs Like This
Director of Public Information   Charleston, South Carolina
College of Charleston 1 Week Ago
Association Revenue and Database Manager   Downtown Austin, TX
Texas Trial Lawyers Association 1 Week Ago
Administrative Services Manager   Ventura, California
Ventura Port District 1 Week Ago
BACK TO TOP
Help is on the way!
We're sorry you are having trouble applying for this job.

Please try loading this job using the following link before submitting your help request: