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Part Time Team Administrator**

Morgan Stanley • Rutland, VT 05702 • Posted 9 days ago

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In-person • Part-time • Entry Level

Job Highlights

Using AI ⚡ to summarize the original job post

The Team Administrator at Morgan Stanley is responsible for providing support to Financial Advisors, including calendar management, client calls, and information requests. This role requires a highly organized individual with strong attention to detail and the ability to multitask. The position involves managing calendars, coordinating events, handling communications, scheduling travel, processing expense reports, and assisting with client meeting preparation.

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

Qualifications

Required

  • High school diploma
  • 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)

About Morgan Stanley

Morgan Stanley is a global investment bank and financial services company headquartered in New York City. It offers a wide range of services including investment banking, wealth management, sales and trading, asset management, and securities research. The company serves clients worldwide, including corporations, governments, institutions, and high-net-worth individuals, with expertise in various financial areas such as mergers and acquisitions, underwriting, and risk management.

Full 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'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:** *Part Time Team Administrator***

**Location:** *Vermont-Rutland*

**Requisition ID:** *3259050*