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E*TRADE from Morgan Stanley · 1 month ago

Team Administrator

Grosse Pointe, Michigan, United States of America

Full-time

Onsite

New Grad, Entry Level

E*TRADE from Morgan Stanley is seeking a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. The role involves managing calendars, phone coverage, expense processing, and general office support tasks.

BankingFinanceFinancial Services

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 proces

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