PWM Team Administrator

Welcome to the PWM Team Administrator position at Morgan Stanley! We are seeking a highly organized and detail-oriented individual to join our Private Wealth Management team. As a Team Administrator, you will play a crucial role in providing administrative support to our team of financial advisors and ensuring the smooth operation of our office. This is an exciting opportunity for someone who is eager to learn and grow in the financial services industry. If you have a passion for organization and a desire to work in a fast-paced and dynamic environment, then we encourage you to apply for this position.

1. Provide administrative support to the Private Wealth Management team.
2. Maintain organization and accuracy in all aspects of the team's operations.
3. Manage and prioritize multiple tasks and projects in a fast-paced environment.
4. Coordinate and schedule meetings, appointments, and travel arrangements for team members.
5. Monitor and manage incoming communications, including emails, phone calls, and mail.
6. Prepare and distribute reports, presentations, and other documents as needed.
7. Maintain and update client information in our database system.
8. Assist with onboarding and training new team members.
9. Collaborate with team members to ensure efficient workflow and timely completion of tasks.
10. Handle confidential and sensitive information with discretion.
11. Act as a point of contact for clients, assisting with inquiries and directing them to the appropriate team member.
12. Monitor and maintain office supplies and equipment.
13. Participate in team meetings and provide administrative support as needed.
14. Continuously seek opportunities to improve and streamline processes.
15. Maintain a positive and professional attitude at all times, representing the team and company in a positive light.

According to JobzMall, the average salary range for a PWM Team Administrator in Los Angeles, CA, USA is between $50,000 and $85,000 per year. However, this can vary depending on the specific company, experience level, and additional skills and qualifications of the individual. It is important to research and negotiate salary with the specific company you are applying to in order to get a more accurate estimate.

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.