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Morgan Stanley

Team Administrator*

Newport News, VA

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

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Note: Role is not responsible for soliciting and processing client account requests

QUALIFICATIONS

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

Client-provided location(s): Newport News, VA, USA
Job ID: Morgan-3233711
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

This job is no longer available.

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