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    Private Wealth Management Team Administrator - San Francisco, CA, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley San Francisco, CA, United States

    6 days ago

    Default job background
    Full time Accounting / Finance
    Description
    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
    Note: Role is not responsible for soliciting and processing client account requests

    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
    Expected base pay rates for the role will be between $35,000 and $85,000 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

    EOE committed to diversifying its workforce.

    M/F/D/V
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