Executive Assistant to the Wealth Management Chief ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.Ensure all your application information is up to date and in order before applying for this opportunity.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Morgan Stanley's Wealth Management Global Investment Office (GIO) seeks an Executive Assistant with a strong interest in financial services to support several Managing Directors, including the Department Head/Wealth Management Chief Investment Officer, with a variety of high level administrative, organizational, and logistical tasks. This individual will be exposed to many aspects of the investment process and the job can provide a multi-year career path to an entry level investment strategy role. With experience, this individual will be able to take on more creative strategic responsibilities and will be supported in obtaining the SIE, Series 7 and Series 66 licenses.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 located in midtown New York City with the potential for several days per month in Purchase.Key responsibilities include:Managing complex schedules, clearing them of conflicts and communicating them to the MDsHandling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizersVetting and prioritizing requests for meetings and media appearancesOrganizing and submitting expensesLogging client interactions in SalesforceMaintaining the team's master client and field engagement scheduleAnswering phone inquiries and directing as appropriatePlanning, organizing and implementing events such as team meetings, departmentwide events and off-sitesPerforming ad hoc administrative responsibilitiesCreating presentations and providing meeting summariesTaking on special department projects as assigned by the department's Chief Operating OfficerQualifications:Bachelor's degree and 2+ years of professional experience required, preferably as a sales assistantFamiliarity with Morgan Stanley and the financial/wealth management industry is a plusExcellent organization and time-management skillsA detail-oriented self-starter who is eager to take on complex assignmentsSomeone who exhibits sound judgement with the ability to prioritize and make decisionsSomeone who is energetic and eager to tackle new projects and ideasAn individual who is comfortable interacting with high-level executivesA team-player capable of cultivating productive working relationships across the firmExcellent computer skills, including the Outlook, Word, PowerPoint and ExcelExceptional writing, editing and proofreading skillsThis is an in-person role located in midtown NYC with several days per month in Purchase, NY.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).Expected base pay rates for the role will be between $100,000 and $110,000 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.#J-18808-Ljbffr

Created: 2024-11-29