Our Insights
Personal Finance
Market Trends
Technology & Disruption
Sustainability
Diversity & Inclusion
What We Do
Wealth Management
Investment Banking & Capital Markets
Sales & Trading
Research
Investment Management
Morgan Stanley at Work
Sustainable Investing
Inclusive Innovation
About Us
Core Values
Leadership
History
Locations
Diversity
Sustainability
Giving Back
Technology
Careers
Students & Graduates
Experienced Professionals
LanguageEnglishFrench
Single PositionView All JobsTeam AdministratorBloomfield Hills, Michigan, United States of America No longer accepting applications.Employment TypeFull timeJob LevelProfessionalYou are required to review the Firm’s Mobility Guidelines on careerhub/ prior to submitting your application to ensure you understand and abide by your obligations under the Firm policy.JOB LEVELNon ExemptTIERNAPOSITION SUMMARY: The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task. DUTIES and RESPONSIBILITIES: Provide administrative coverage for a FA/PWA/team including: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing, and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High school diploma/Equivalency • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) 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 multi-task Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about...
Want jobs like this matched to you?
SimpleCareer scores fresh postings against your résumé so you only see the matches that matter.