PWM Team Administrator

Welcome to Morgan Stanley's PWM Team Administrator role! We are seeking a highly organized and detail-oriented individual to join our team and support our Private Wealth Management division. As a PWM Team Administrator, you will play a crucial role in ensuring the smooth and efficient operation of our team. This position requires exceptional communication skills, the ability to multitask, and a strong understanding of financial services. If you are a self-starter with a passion for providing top-notch administrative support, we encourage you to apply. Join us in our mission to serve our clients and drive success in the world of wealth management.

1. Provide administrative support: The PWM Team Administrator will be responsible for providing administrative support to the Private Wealth Management division, including organizing schedules, coordinating meetings, and managing correspondence.
2. Maintain client records: The administrator will be responsible for maintaining accurate and up-to-date client records, including account information, contact details, and transaction history.
3. Coordinate team operations: The administrator will play a key role in coordinating the daily operations of the PWM team, including managing calendars, scheduling appointments, and ensuring all team members are informed of important updates and deadlines.
4. Communicate with clients: The administrator will be responsible for communicating with clients on behalf of the PWM team, including responding to inquiries, scheduling meetings, and providing updates on account activity.
5. Support financial processes: The administrator will assist with financial processes such as preparing reports, processing transactions, and managing expense reports.
6. Handle confidential information: The administrator must maintain the highest level of confidentiality when handling sensitive client and company information.
7. Stay updated on industry trends: The administrator should stay informed about industry trends and changes in financial regulations to ensure compliance and provide accurate information to clients.
8. Manage office supplies and equipment: The administrator will be responsible for managing office supplies and equipment, ensuring that all necessary materials are available for the smooth operation of the team.
9. Collaborate with team members: The PWM Team Administrator will work closely with other team members to ensure a cohesive and efficient workflow.
10. Uphold company values: The administrator should uphold the company's values of integrity, excellence, and teamwork in all aspects of their work.

According to JobzMall, the average salary range for a PWM Team Administrator in New York, NY, USA is $50,000 to $60,000 per year. This may vary based on experience, qualifications, and the specific company or financial institution. Some PWM Team Administrators may also receive bonuses or commission based on their performance and the success of their team.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.