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E*TRADE from Morgan Stanley · 18 hours ago

Private Wealth Management Team Administrator

Newport Beach, California, United States of America

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $100K/yr

E*TRADE from Morgan Stanley is a financial services company that provides investment solutions and services. They are seeking a Private Wealth Management Team Administrator to provide administrative support for financial advisors and the team, including managing calendars, handling phone calls, and assisting with office functions.

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 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