Morgan Stanley
Overview
Investment Solutions, Executive Assistant — Morgan Stanley. 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 financial advisors and their clients. Products 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. This is an on-site role based in midtown Manhattan.
Key Responsibilities
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, department-wide 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
Sound judgment with the ability to prioritize and multi-task
Energetic and eager to tackle new projects and ideas
Comfortable interacting with high-level executives
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 — 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. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks, with opportunities to move within the firm for those who show passion and grit in their work.
Compensation and Benefits Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. Base pay is determined on an individualized basis and may be part of a total compensation package that can include commissions, incentive compensation, discretionary bonuses, other short and long-term incentive programs, and other Morgan Stanley sponsored benefits.
Equal Employment Opportunity 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).
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Investment Solutions, Executive Assistant — Morgan Stanley. 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 financial advisors and their clients. Products 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. This is an on-site role based in midtown Manhattan.
Key Responsibilities
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, department-wide 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
Sound judgment with the ability to prioritize and multi-task
Energetic and eager to tackle new projects and ideas
Comfortable interacting with high-level executives
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 — 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. Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We offer attractive and comprehensive employee benefits and perks, with opportunities to move within the firm for those who show passion and grit in their work.
Compensation and Benefits Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. Base pay is determined on an individualized basis and may be part of a total compensation package that can include commissions, incentive compensation, discretionary bonuses, other short and long-term incentive programs, and other Morgan Stanley sponsored benefits.
Equal Employment Opportunity 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).
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