2,717 jobs for "Wealth Advisor"

POSITION SUMMARY:

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.

DUTIES and 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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High school diploma/Equivalency

• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) 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 multi-task

Reports to:

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

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Perks and Benefits

Health and Wellness
- On-Site Gym
- Fitness Subsidies
- Long-Term Disability
- Short-Term Disability
- Life Insurance
- Vision Insurance
- Dental Insurance
- Health Insurance
- Pet Insurance
- Mental Health Benefits
- Virtual Fitness Classes
- HSA
- FSA
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Fertility Benefits
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Vacation and Time Off
- Leave of Absence
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- Financial Counseling
- Relocation Assistance
- Performance Bonus
- Stock Purchase Program
- 401(k) With Company Matching
Office Life and Perks
- Commuter Benefits Program
- On-Site Cafeteria
- Holiday Events
- Company Outings
Professional Development
- Leadership Training Program
- Associate or Rotational Training Program
- Work Visa Sponsorship
- Lunch and Learns
- Access to Online Courses
- Mentor Program
- Promote from Within
- Tuition Reimbursement
- Internship Program
Diversity And Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)