PWM Team Administrator

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 teamNote: Role is not responsible for soliciting and processing client account requestsEDUCATION, 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

Expected base pay rates for the role will be between $45,000 and $95,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Job: Wealth Management Title: PWM Team Administrator Location: New York-New York Requisition ID: 3261068