Executive Assistant, Analyst, IBD

Talent'd HR Solutions; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Talent'd HR Solutions is hiring for the Analyst position in Wealth Management at Morgan Stanley in Mumbai. The role involves maintaining client relationships, managing calendars, organizing travel, and supporting events. Candidates should demonstrate excellent organizational skills and discretion in handling confidential information. This position offers a dynamic environment with varied responsibilities, contributing to the efficient functioning of executive operations.

Responsibilities

• Maintain relationships with clients and their assistants while handling confidential information.
• Manage phone calls, take messages, and track executives’ whereabouts.
• Take ownership of executives’ calendars and schedule meetings.
• Organize conference rooms and coordinate events.
• Assist with meeting logistics and event coordination.
• Organize domestic and international travel arrangements.
• Prepare correspondence, memos, and meeting materials.
• Provide backup support for colleagues during absences.

Job description

This role involves daily interaction with management and professionals across Morgan Stanley as well as with clients and their assistants worldwide.

Primary Responsibilities

• Maintain relationships with clients and their assistants while demonstrating discretion when handling confidential and material nonpublic information.
• Answer and manage phone calls with professional etiquette, take accurate messages, and track executives’ whereabouts to manage urgent or sensitive communications.

Calendar Management

• Take ownership of executives’ calendars, schedule meetings (in person or virtual) and conference calls, resolve conflicts, and elevate issues when needed.
• Maintain and update contacts using the internal client relationship database and Outlook.

Conference Planning

• Arrange conference rooms for meetings, including catering, multimedia equipment, and other logistics.
• Coordinate closing dinners, client outings, virtual events, and internal events while ensuring compliance with firm policies and procedures.

Expense Management

• Assist with meeting logistics and event coordination as required.
• Support related administrative processes connected with expenses and event arrangements.

Travel Arrangements

• Organize domestic and international travel including flights, hotels, car services, and visa applications.
• Maintain travel profiles, obtain necessary approvals, and prepare detailed itineraries.
• Prepare and submit expense reports in a timely manner.

General Administration

• Prepare correspondence, memos, presentations, and meeting materials while coordinating with reprographics and mail services.
• Maintain organized online folders, documentation, and records for bankers.
• Leverage internal firm resources and available technology to complete tasks efficiently.
• Maintain a well organized and functional workspace.
• Provide backup administrative support for colleagues during leave or unplanned absences.
• Assist managers with phone coverage, travel coordination, and other administrative needs.
• Support additional projects and ad hoc tasks when requested.

Analyst, Wealth Management (Asset Movement Team)

Morgan Stanley is an equal opportunity employer committed to building a workforce that reflects diverse backgrounds and experiences. Hiring, development, and advancement decisions are based on skills and talent.