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Team Administrator**

  • Team Administrator** job type Posted on: Oct 31, 2026
  • Team Administrator** experience level Morgan Stanley
  • Team Administrator** employment type Miami Beach, Florida
  • Team Administrator** employment type Onsite
  • Team Administrator** salary Full-time

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Job Title :

Team Administrator**

Job Type :

Full-Time

Job Location :

Miami Beach Florida United States

Remote :

No

Jobcon Logo Job Description :

Team AdministratorPOSITION SUMMARY:The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)/Private Wealth Advisor(s)/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 processAssisting with general in-office support functions such as copying, filing, and scanning documentationPreparing and submitting expense reports for processing at the direction of the FA/PWAParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementEDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS:Education and/or Experience:High school diploma/EquivalencyWillingness 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 skillsAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Effective communication and interpersonal skills (both written and verbal)Strong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-taskReports to:Business Service OfficerMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Jobcon Logo Position Details

Posted:

Oct 31, 2026

Reference Number:

13695_U-122539472465

Employment:

Full-time

City:

Miami Beach

Job Origin:

APPCAST_CPC

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Team AdministratorPOSITION SUMMARY:The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)/Private Wealth Advisor(s)/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 processAssisting with general in-office support functions such as copying, filing, and scanning documentationPreparing and submitting expense reports for processing at the direction of the FA/PWAParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementEDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS:Education and/or Experience:High school diploma/EquivalencyWillingness 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 skillsAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Effective communication and interpersonal skills (both written and verbal)Strong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-taskReports to:Business Service OfficerMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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