Morgan Stanley
Team Administrator
Lake Oswego, Oregon · On-site · Full-time · Posted Oct 15, 2026
- Education
- High school diploma required.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides administrative support to Financial Advisors by coordinating schedules, communications, travel, expenses, and client meeting preparation.
What you'll do
- Manage team calendars and coordinate meetings and events, including logistics, attendees, materials, and communications.
- Handle email, calls, mail, copying, filing, scanning, travel arrangements, and expense reports.
- Prepare for client and prospect meetings, support team initiatives and projects, and identify relevant firm services for clients.
What they ask for
- High school diploma.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, communication, time-management, multitasking, and collaboration skills; ability to adapt in a fast-paced environment.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative