Executive Assistant

Morgan Stanley; Purchase (NY); On-site; USD 60,000 - 105,000; Full time

Job summary

A leading global financial services firm is seeking an experienced Executive Assistant to support their Legal & Compliance team. The role involves managing multiple senior professionals' schedules, organizing travel, and preparing documentation. Ideal candidates will have 5+ years in a similar role, preferably in financial services, and possess strong communication and organizational skills. This position offers a competitive salary with a range from $60,000 to $105,000 annually.

Qualifications

• Experience supporting multiple senior professionals.
• Experience in the financial services industry (5–10 years).
• Proficient in Microsoft Office Suite, especially PowerPoint, Excel, and Outlook.

Responsibilities

• Act as first point of contact for managers.
• Maintain managers' calendars and schedule meetings.
• Arrange travel and prepare expense reports.
• Collaborate on internal documentation and manage shared sites.

Skills

Communication skills

Problem-solving skills

Time management

Attention to detail

Flexible management

Education

College degree or 5+ years of corporate experience

Tools

Microsoft Office Suite

O365

Microsoft Teams

Concur

SharePoint

Fieldglass

Ariba

Job description

Executive Assistant - Legal & Compliance

Executive Assistant at Morgan Stanley

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the people of Morgan Stanley are dedicated to providing our clients the finest thinking, products and services to help them achieve even the most challenging goals. We embrace integrity, excellence, teamwork and giving back.

Responsibilities

• Act as first point of contact for inbound and outbound phone calls for managers, applying discretion and judgment when dealing with sensitive information.
• Take accurate messages and stay informed of managers’ whereabouts.
• Interface with various departments to collect information, respond to requests and obtain services on behalf of managers.
• Maintain managers’ calendars via Outlook, scheduling meetings and conference calls, addressing conflicts, and assisting with hosting video conferences.
• Plan and organize internal events, including event registrations, conference room reservations, multimedia support, and catering requests.
• Arrange all aspects of domestic and international travel, including booking flights, providing itineraries, arranging hotels and car service, and assisting with international travel requirements (visas, entry letters).
• Prepare and submit expense reports on a timely basis, following up on discrepancies and missing receipts.
• Create, edit and format documents using Microsoft Office Suite and Adobe Pro.
• Collaborate and gather documents for upload onto internal and regulatory systems or for printing and binding, if necessary.
• Manage the team’s shared sites such as Microsoft Teams, SharePoint and other collaborative sites.
• Assist with onboarding/offboarding of contingent workers and employees, maintain mail groups, order office supplies, and handle all incoming/outgoing mail and packages.
• Process invoices and create funding requests using internal platforms.
• Assist on ad‑hoc projects and provide backup coverage for other administrative assistants, as needed.

Qualifications

• Experience supporting multiple senior professionals, including heavy calendar management and phone coverage.
• Must be flexible covering different managers as the group grows or changes.
• Experience working in the financial services industry (5–10 years).
• College degree preferred (or 5+ years of related corporate experience).
• Excellent communication, writing, judgment, and problem‑solving skills.
• Strong attention to detail and solid organization/time‑management skills.
• Enthusiastic and positive team player willing to help out and work well with others.
• Ability to work in a fast‑paced environment and handle multiple tasks concurrently.
• Proficient in Microsoft Office Suite, especially PowerPoint, Excel and Outlook.
• Knowledge of O365 and Microsoft Teams a plus.
• Proactive and current with office procedures, technical training, policy guidelines and compliance requirements.
• Experience and knowledge of CSTO, Concur, SharePoint, Fieldglass and Ariba a plus.
• Solid typing skills (60+ wpm).

Benefits & Expectations

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 guide the decisions we make daily, and we offer some of the most attractive and comprehensive employee benefits and perks in the industry.

Expected base pay rates for the role will be between $60,000.00 and $105,000.00 per year at the commencement of employment.

Equal Opportunity Statement

Morgan Stanley is an equal opportunity employer committed to diversity and inclusion. The firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, 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).