Private Wealth Management Team Administrator

Position 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 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 High school diploma/Equivalency Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Detail oriented 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 Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit: #J-18808-Ljbffr Morgan Stanley