Team Administrator** Job at Morgan Stanley, Chesterfield, MO

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  • Morgan Stanley
  • Chesterfield, MO

Job 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



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


Job Tags

Full time, Local area,

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