Team Administrator**

Morgan Stanley

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Walnut Creek, California, US Until 8/21/2026 H-1B sponsor history First posted April 18, 2025 Last posted July 25, 2025
Job description

The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests. The role requires a highly organized individual with strong attention to detail and the ability to multi-task.

DUTIES and RESPONSIBILITIES:

  • Manage calendars and coordinate internal and external events and meetings for the team, including logistics, attendees, materials and communications
  • Monitor email, answer phone calls, mail services, general copying, filing and scanning
  • Schedule travel and process expense reports
  • Assist with client and prospect meeting preparation
  • Proactively participate in firm initiatives directed by local management
  • Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
  • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Facilitate and/or conduct ad hoc projects, training, and events for the team as necessary
  • Administer other duties as delegated by the team

Note: Role is not responsible for soliciting and processing client account requests

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EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High school diploma required

Knowledge/Skills

 

  • 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 multitask
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Reports To:

  • Business Service Officer

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.

Expected base pay rates for the role will be between $33,280 - $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan 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).

About this role

Summary

Support Financial Advisors with calendar management, client calls, and administrative tasks.

Job title

Team Administrator

Experience level

entry level

Industry

finance

Location requirements

Located in Walnut Creek, California; remote work not allowed.

Salary

$33,280 - $85,000

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

high school diplomaorganizational skillsmicrosoft officecommunicationtime managementteam playermultitaskseries 7series 66series 63series 65

Preferred skills

None specified

Specializations

calendar managementclient supportorganizationcommunicationmultitasking
Locations

Structured locations inferred from the posting.

Walnut Creek, CA, USA

On-site City