Overview
Private Wealth Management Team Administrator Jobs in San Francisco, California, USA at Morgan Stanley
POSITION **
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 *
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
**** Role is not responsible for soliciting and processing client account requests
EDUCATION, EXPERIENCE, KNOWLEDGE, and **
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 **
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
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Title: Private Wealth Management Team Administrator
Company: Morgan Stanley
Location: San Francisco, California, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator)
