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
Supporting digital marketing and communications by coordinating content and campaign timing, maintaining an integrated events and marketing calendar, and ensuring outreach aligns with broader business development priorities
Maintaining and monitoring expense reports and check requests
Acting as a coordination hub, ensuring leadership is well prepared for meetings, briefing materials are organized in advance, and action items and follow-ups are tracked and completed
B ringing energy and creativity to the client experience by helping lead the planning and execution of client events
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 Outlook, Excel, PowerPoint, Salesforce, Zoom/Teams, and social platforms such as LinkedIn and Facebook
Knowledge of database usage
Hands-on experience leveraging AI tools to work more efficiently
Requirements
Prior administrative experience in a sales group essential, 3-7years
Financial Services experience preferred
Tech forward and flexible attitude comfortable managing projects and timelines
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
Polished communicator with a service mindset and a commitment to a high-touch client experience
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 .
