Talent.com
Investment Solutions, Executive Assistant
Investment Solutions, Executive AssistantMorgan Stanley • New York, NY, US
No longer accepting applications
Investment Solutions, Executive Assistant

Investment Solutions, Executive Assistant

Morgan Stanley • New York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Executive Assistant

Morgan Stanley's Wealth Management Investment Solutions organization is seeking an Executive Assistant to support several Managing Directors with a variety of administrative, organizational, and logistical responsibilities.

Investment Solutions is a division within Morgan Stanley Wealth Management that covers product and program development supporting our financial advisors and their clients. Product lines include equities, fixed income, foreign exchange, futures, options, structured investments, syndicate, exchange traded funds, mutual funds, 529s, closed end funds, unit investment trusts, alternative investments, insurance and annuities. Programs supported include brokerage as well as client, advisor and firm discretionary managed accounts.

We are seeking an Executive Assistant that will directly support members of the Investment Solutions executive leadership team. This position offers a unique opportunity to interface with individuals at all levels across Morgan Stanley and outside the firm. The ideal candidate embodies the firm's core values, is team oriented and will collaborate across the organization. The candidate brings knowledge of operational processes and administrative capabilities as well as demonstrated experience supporting executive leaders. This individual must have excellent communication and organizational skills, the ability to manage a fast-paced work environment and effectively multi-task. This is an on-site role based in midtown Manhattan.

Key responsibilities include :

  • Managing complex schedules with focus on proactively identifying and resolving conflicts and communicating them to senior executives in a timely manner
  • Handling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizers
  • Vetting and prioritizing requests for meetings and external appearances
  • Organizing and submitting expenses including securing pre-approvals for internal and external (product vendor) as required
  • Answering phone inquiries and directing as appropriate
  • Planning, organizing and implementing events such as team meetings, departmentwide events and off-sites
  • Performing ad hoc administrative and business management responsibilities
  • Creating presentations and providing meeting summaries
  • Taking on special department projects as capacity allows

Qualifications :

  • Bachelor's degree preferred and 5+ years of professional experience
  • Familiarity with Morgan Stanley and the financial services / wealth management industry is a plus
  • Excellent organization and time management skills
  • A detail-oriented self-starter who is eager to take on complex assignments
  • Someone who exhibits sound judgement with the ability to prioritize and multi-task
  • Someone who is energetic and eager to tackle new projects and ideas
  • An individual who is comfortable interacting with high-level executives
  • A team-player capable of cultivating productive working relationships across the firm
  • Excellent computer skills, including Outlook, Word, PowerPoint and Excel
  • Exceptional writing, editing and proofreading skills
  • 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.

    Expected base pay rates for the role will be between $57,000 and $115,000 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).

    Create a job alert for this search

    Executive Assistant • New York, NY, US

    Related jobs
    Asset Management- US Equities Investment Specialist - Executive Director

    Asset Management- US Equities Investment Specialist - Executive Director

    JPMorgan Chase • New York, NY, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted
    Investment Relations Coordinator

    Investment Relations Coordinator

    Canoe Intelligence • New York, NY, US
    Full-time
    Investment Relations Coordinator.New York City (hybrid) or Fully Remote in the United States.NYC, will be adjusted for geo). Canoe is transforming how institutional investors manage alternative inve...Show more
    Last updated: 30+ days ago • Promoted
    Executive Assistant, Investment Banking

    Executive Assistant, Investment Banking

    Cibc • New York, NY, US
    Full-time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show more
    Last updated: 30+ days ago • Promoted
    Asset Management- US Equities Investment Specialist - Executive Director

    Asset Management- US Equities Investment Specialist - Executive Director

    Chase • New York, NY, US
    Full-time
    Show more
    Last updated: 2 days ago • Promoted
    Assistant Investor, LocalONE Investment

    Assistant Investor, LocalONE Investment

    Horizon Media • New York, NY, US
    Full-time
    Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms.We are headquartered in New York City, with offices in Los Angeles and Toronto.A leader in driving busi...Show more
    Last updated: 30+ days ago • Promoted
    Executive Assistant / Floater

    Executive Assistant / Floater

    Beacon Hill Staffing Group, LLC • New York, NY, US
    Full-time
    Our client, a global alternative investment firm, is seeking an Executive Assistant to support their team.They're looking for an individual with the ability to remain collected and prioritize in a ...Show more
    Last updated: 23 days ago • Promoted
    U.S. Private Bank - Investment Specialist - Executive Director

    U.S. Private Bank - Investment Specialist - Executive Director

    JPMorgan Chase & Co. • Greenwich, CT, United States
    Full-time
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show more
    Last updated: 19 days ago • Promoted
    FINRA Licensed Investment Sales Executive

    FINRA Licensed Investment Sales Executive

    VirtualVocations • Newark, New Jersey, United States
    Full-time
    A company is looking for an Alternative Investment Sales Specialist Account Executive.Key Responsibilities Develop and implement a business plan to achieve sales and growth goals for alternative ...Show more
    Last updated: 1 day ago • Promoted
    Senior Executive - Investments firm

    Senior Executive - Investments firm

    Kinsei Talent • New York, United States
    Full-time
    Quick Apply
    Our client is seeking a proactive, resourceful, and highly organized Executive Assistant to provide support for a range of senior executives. This individual will join a close-knit team of EAs who a...Show more
    Last updated: 30+ days ago
    Executive Director - Investment Strategist, Alternatives, Global Investment Office

    Executive Director - Investment Strategist, Alternatives, Global Investment Office

    Morgan Stanley • Purchase, NY, US
    Full-time
    Portfolio Construction And Cross-Asset Strategy.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth...Show more
    Last updated: 23 days ago • Promoted
    Illinois Licensed Alternative Investment Executive

    Illinois Licensed Alternative Investment Executive

    VirtualVocations • Jamaica, New York, United States
    Full-time
    A company is looking for an Alternative Investment Sales Specialist Account Executive.Key Responsibilities Develop and implement a business plan to achieve sales goals for alternative investments...Show more
    Last updated: 1 day ago • Promoted
    Senior Executive Assistant - (Investment Banking) - Hybrid

    Senior Executive Assistant - (Investment Banking) - Hybrid

    Citigroup • New York, NY, US
    Full-time
    The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference c...Show more
    Last updated: 30+ days ago • Promoted
    Executive Assistant - Capital Markets, TDS US

    Executive Assistant - Capital Markets, TDS US

    TD Bank • New York, NY, US
    Full-time
    The Executive Assistant I - TDS provides highly skilled, diversified, confidential and administrative support of an executive nature to a senior executive of a Company division, performing complex ...Show more
    Last updated: 30+ days ago • Promoted
    Global Non-Profit-Executive Assistant-Hybrid

    Global Non-Profit-Executive Assistant-Hybrid

    The Windfall • New York, NY, US
    Full-time
    The Windfall is representing a Nonprofit that is seeking to hire an Executive Assistant on a Trial to Hire Basis.This role is supporting their new Chief Legal Officer and working at their Manhattan...Show more
    Last updated: 14 days ago • Promoted
    Private Equity Executive Assistant-Hybrid

    Private Equity Executive Assistant-Hybrid

    The Windfall • New York, NY, US
    Full-time
    The Windfall is partnering with a Private Equity firm that is seeking to hire an Executive Assistant.This will be working on their Client Relations Team. Their midtown Manhattan office has just gone...Show more
    Last updated: 30+ days ago • Promoted
    Executive Assistant - Investment & Corporate Banking

    Executive Assistant - Investment & Corporate Banking

    Mizuho Bank • New York, NY, US
    Full-time
    Banking Americas : Investment & Corporate Banking.We are a premier investment and corporate bank dedicated to delivering innovative capital markets and advisory solutions to corporations, institutio...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Executive Assistant

    Private Wealth Executive Assistant

    VirtualVocations • Bronx, New York, United States
    Full-time
    A company is looking for a Private Wealth Executive Assistant to support a Managing Director in Wealth Management.Key Responsibilities Provide day-to-day support including expense management, tra...Show more
    Last updated: 3 days ago • Promoted
    Executive Partner - Banking & Financial Services (Wealth Management & Investments)

    Executive Partner - Banking & Financial Services (Wealth Management & Investments)

    Gartner • New York, NY, United States
    Full-time
    Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization ...Show more
    Last updated: 3 days ago • Promoted