Executive Assistant

The Executive Assistant is responsible for providing support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.  

Responsibilities

• Scheduling travel arrangements in preparation for all on and off-site meetings, conferences, presentations and sales events
• Maintaining managers’ office calendar and all scheduling; planning and preparation for extensive sales meetings
• Supporting all MSIM marketing initiatives; including coordination and dissemination of sales reports and outgoing email campaigns
• Maintaining and monitoring expense reports and check requests
  Support sales team as needed
• Providing telephone coverage, including responding to inquiries, properly routing calls, and taking detailed messages. Use of good judgment with both internal and external clients
• Reviewing and prioritizing incoming mail and taking appropriate action
• Ensuring proper flow of information, pursuing detailed follow-through, as necessary
• Involvement in special projects as needed
• Performing related duties as assigned

QUALIFICATIONS

Technical Skills

• Proficient use of Microsoft Word and Power Point
• Solid understanding of Microsoft Excel and a familiarity with spreadsheet formulas
• Knowledge of database usage

Requirements

• Prior administrative experience in a sales group essential, 3-7years
• Financial Services experience preferred
• Flexible attitude with the willingness to take on new projects
• Highly service-oriented individual with the ability to work well as part of a team
• Strong organizational skills, ability to manage multiple priorities, and ability to take independent initiative for action within areas of responsibility
• Excellent written, verbal and interpersonal communication skills

Reports to: 
• Business Service Officer 

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 $34,320 and $90,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.