Investment Solutions - Executive Assistant

Purchase, New York


Employer: Morgan Stanley
Industry: Wealth Management
Salary: $85000 - $95000 per year
Job type: Full-Time

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 executive

• Handling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizer

• Vetting and prioritizing requests for meetings and media appearance

• Organizing and submitting expense

• 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-site

• Performing ad hoc administrative responsibilitie

• Creating presentations and providing meeting summarie

• 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 plu

• Excellent organization and time-management skill

• A detail-oriented self-starter who is eager to take on complex assignment

• Someone who exhibits sound judgement with the ability to prioritize and make decision

• Someone who is energetic and eager to tackle new projects and idea

• An individual who is comfortable interacting with high-level executive

• 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 skill

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).

Created: 2024-06-13
Reference: 3241392
Country: United States
State: New York
City: Purchase