Morgan Stanley ยท 1 day ago
Team Administrator
Morgan Stanley is a leading global financial services firm, and they are seeking a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. The role involves managing calendars, phone coverage, travel itineraries, and expense processing, requiring strong organizational skills and attention to detail.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Provide administrative coverage for a FA/PWA/team including:
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing, and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Qualification
Required
High school diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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 multi-task
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Recent News
2026-01-09
Benzinga.com
2026-01-09
2026-01-09
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