Investment Solutions - Executive Assistant

Investment Solutions - Executive Assistant

Job Number : 3253341

3253341

Posting Date

Jul 26, 2024

Primary Location

Americas-United States of America-New York-PurchaseEducation Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt

Description

Morgan Stanley’s Wealth Management Investment Solutions organization is seeking an Executive Assistant with a strong interest in financial services to support several Managing Directors with a variety of administrative, organizational, and logistical tasks.

The Executive Assistant will interface regularly with individuals at all levels across Morgan Stanley and outside the firm.

This individual must have an excellent customer service orientation and the ability to manage a fast-paced work environment and juggle multiple, simultaneous projects.

This is an on-site role primarily location in Purchase with the potential for time spent in midtown New York City.

Key responsibilities include :

• Managing complex schedules, clearing them of conflicts and communicating them to senior executives
• 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 media appearances
• Organizing and submitting expenses
• Logging client interactions in Salesforce
• Maintaining the team’s master client and field engagement schedule
• 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 responsibilities
• Creating presentations and providing meeting summaries
• Taking on special department projects as assigned by the department’s Chief Operating Officer

Qualifications

Qualifications :

• Bachelor’s degree and 2+ years of professional experience is required
• Familiarity with Morgan Stanley and the financial / 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 make decisions
• 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

Expected base pay rates for the role will be between $85,000 - $95,000 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).