What are the responsibilities and job description for the Team Administrator - Cleveland, OH position at VetJobs?
Job Description
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
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:
Education and/or Experience
461805BR
Minimum Education Required
High School/GED
Job_Category
Administrative and Support Services
City*
Cleveland
State*
Ohio
Job Code
Executive_Assistant Executive Assistant
Affiliate Sponsor
Morgan Stanley
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
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 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)
- 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
- Business Service Officer
461805BR
Minimum Education Required
High School/GED
Job_Category
Administrative and Support Services
City*
Cleveland
State*
Ohio
Job Code
Executive_Assistant Executive Assistant
Affiliate Sponsor
Morgan Stanley