Team Administrator
Job Number : 3256914
3256914
Posting Date
Aug 29, 2024
Primary Location
Americas-United States of America-Pennsylvania-AllentownEducation Level : Refer to Position Description
Wealth ManagementEmployment Type : Part TimeJob Level : Non-Exempt
Description
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
Qualifications
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'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).
Team Administrator
The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests. Manage calendars and coordinate internal and external events and meetings for the team, including logistics, attendees, materials and communicatio...
Team Lead/Sr Database Administrator (SQL)
In addition to DBMS focused Database Administration responsibilities (see below), this team lead role:. Provides day to day management for Database Administration team. Database Administration Team Mission/Responsibilities:. It is the Database Administration Team’s mission to provide excellent servi...
Event Support Team Member: Bowl Games
Team Collaboration - Work closely with other team members to ensure a seamless guest experience. Team Minded - Easily and quickly establish and maintain effective working relationships with every member on a team. Team members will provide a seamless and enjoyable experience for all attendees by add...
Network And Systems Administrator
Collaborate with senior leaders in decision-making processes by transforming information into life-saving intelligence.You will play a crucial role in planning and executing intelligence operations, leveraging specialized training, advanced analytic skills, the latest sophisticated analytic tools, a...
DashMart Team Member
At DoorDash, our mission to empower local economies shapes how our team members move quickly, learn, and reiterate in order to make impactful decisions that display empathy for our range of users—from Dashers to merchant partners to consumers. We are a technology and logistics company that started w...
Senior Principal Site Reliability Engineer
As a Senior Principal Site Reliability Engineer for GDMS's Space and Intelligence Systems line of business, you’ll be a member of a cross functional team responsible for maintaining survivability and reliability of mission critical resources. Our engineers redefine what’s possible and our manufactur...
Dental Office Manager
Seeking experienced person with thorough understanding of dental office procedures including scheduling,filling appointment book, collections, insurance claim processing. Previous dental or medical office experience a plus but not required. Must be able to obtain compliance with staff and understand...
Office/Ad Operations Administrator
Clear Channel Outdoor Job Summary:The Office/Ad Operations Administrator serves as the company's first point of contact, managing front office reception and a variety of administrative tasks. Manages and distributes communication materials, including contract announcements, company rosters, celebrat...
Office Manager And Ap
Accounts Payable / Receivable / Office Manager. Small business is looking for a person to take care of accounts payable, accounts receivable, Quickbooks, invoicing and office manager. ...
Store Merchandising Team Member
Provides member service by acknowledging the member and identifying member needs; providing guidance and support to members regarding self- service technology; assisting members with purchasing decisions; locating merchandise; resolving member issues and concerns; and promoting the company's product...