Admin Support – Training in CRM and Database

🏢 Morgan Stanley📍 Garden Grove, CA, United States💼 Full-Time💻 On-site🏭 Financial Services💰 40000-55000 per year

About the Company

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Our employees are at the core of our success, driving innovation and delivering excellence across all our operations. We are committed to fostering a culture of diversity, inclusion, and continuous learning, providing our teams with the resources and opportunities to thrive.

Job Description

Are you eager to launch your career in a dynamic corporate environment? Morgan Stanley in Garden Grove is seeking a motivated individual for an Admin Support role with comprehensive training in CRM and database management. This is an excellent opportunity for an detail-oriented and organized professional to gain hands-on experience with critical business systems and support our administrative operations. You will learn the intricacies of client relationship management and data integrity, becoming a valuable asset to our team. This position is ideal for those looking to develop specialized administrative skills within the financial services sector.

Key Responsibilities

  • Provide administrative support to various departments, including scheduling, correspondence, and document management.
  • Participate in structured training programs focused on CRM software (e.g., Salesforce) and internal database systems.
  • Assist with data entry, record keeping, and ensuring data accuracy within CRM and other relevant platforms.
  • Generate reports and dashboards from CRM and database systems to support team needs.
  • Help maintain organized digital and physical filing systems.
  • Coordinate meetings, prepare presentations, and handle general office tasks as assigned.
  • Learn to identify and resolve basic data discrepancies and system issues under supervision.
  • Contribute to team projects and initiatives, always seeking to improve efficiency and workflows.

Required Skills

  • High school diploma or equivalent.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication abilities.
  • Eagerness to learn new software and systems.
  • Ability to work independently and as part of a team.
  • Strong problem-solving aptitude.

Preferred Qualifications

  • Associate's or Bachelor's degree in Business Administration, Finance, or a related field.
  • Prior experience in an office or administrative setting.
  • Basic familiarity with CRM software or database concepts.
  • Demonstrated interest in financial services or data management.

Perks & Benefits

  • Comprehensive health, dental, and vision insurance.
  • Paid time off and company holidays.
  • 401(k) retirement plan with company match.
  • Extensive training and professional development opportunities.
  • Tuition reimbursement program.
  • Employee assistance programs.
  • Opportunities for career growth and advancement within a global firm.
  • Access to a state-of-the-art office environment.

How to Apply

If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:

  • An up-to-date Resume or CV
  • A brief cover letter summarizing your experience and motivation

Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.

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