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 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