Executive Assistant - Parametric

Morgan Stanley; New York (NY); Hybrid; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A leading global financial services firm located in New York is seeking an Executive Assistant to provide administrative and project management support to the leadership team. This role involves calendar management, travel booking, and organizing meetings for the Operations division, focusing on collaborative support within a hybrid work model. Ideal candidates have 3+ years of executive assistant experience and are proficient in MS Office applications.

Qualifications

• 3+ years prior executive assistance experience.
• 1+ year customer service experience.
• Ability to work on-site at least 3 days a week.

Responsibilities

• Schedule and manage the day-to-day calendar for executives.
• Arrange travel and prepare expense reports.
• Organize meetings and follow up on actions.

Skills

MS Office applications

Interpersonal skills

Problem solving

Attention to detail

Flexibility

Education

Bachelor’s Degree

Tools

Microsoft Teams

Zoom

Job description

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Join to apply for the Executive Assistant - Parametric role at Morgan Stanley

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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE ROLE

This position provides administrative and project management support to the leadership team of the Operations division of Parametric, ensuring their ability to progress strategic initiatives and make effective use of their time. This position will focus primarily on support of the Managing Director, Head of Operations (MD), who serves on the Executive Committee (EC), as well as calendar management and coordination, travel booking, and expense reconciliation for up to four other MDs and leadership team members. In addition, this position serves as a contributing member to the Executive Administration team. We are seeking a motivated, confident individual who is interested in the financial industry and seeks a long-term career helping investment teams achieve ambitious goals and outstanding results. The candidate should have the ability to build strong relationships with clients within and across various departments and functional areas.

PRIMARY RESPONSIBILITIES

• Schedule and manage the day-to-day and long-term calendar for the leadership team, with a focus on the EC members; use discretion to ensure time is well-utilized; assume central coordination for internal requests as well as external requests, including but not limited to media, thought leadership, conferences and events, and client meetings.
• Arrange travel as needed, including conferences, on-sites, off-sites and virtual; prepare and submit expense reports.
• Organize on-site/off-site/virtual meetings and events across multiple time zones.
• Update and maintain meeting notes; follow up on actions as needed.
• Organize, compile, and store presentations and meeting materials.
• Act as first point of contact among executives, employees, clients, and other external partners for all questions related to the Operations division. Prioritize and follow up on incoming issues and concerns, including those of a sensitive or confidential nature. Determine appropriate course of action, referral, or response.
• Successfully and extensively partner with the New York Office Manager and other Executive Assistants for smooth and effective business operations and continual improvement of processes and problem-solving needs.
• Provide back-up support to the Executive Administration team for vacation/leave, coverage, specific tasks, and/or projects.
• Work with Manager and the leadership team to capture the evolving needs of the Operations division and suggest possible solutions.
• Other duties may be assigned to meet the business needs.

JOB REQUIREMENTS

• Bachelor’s Degree preferred.
• 3+ years prior executive assistance experience; comparable experience encouraged to apply.
• 1+ year customer service experience; comparable experience encouraged to apply.
• Proficient/Expert in MS Office applications (Excel, Word, PowerPoint, and Outlook).
• Demonstrated ability to learn new technology systems and processes to improve efficiency and productivity.
• Must be able to work on-site in the New York office at least 3 days a week with flexibility based on ad-hoc business needs.
• Comfortable working across multiple communication platforms (Microsoft Teams, Skype, Zoom, etc.)
• Experience creating multi-segment, multi-destination travel itineraries.
• Must be service oriented; very strong attention to detail; must demonstrate accuracy, thoroughness, proactive problem solving, and patience.
• Strong interpersonal skills, emotional intelligence, and ability to work well with others across various locations and cultures.
• Confidence to take initiative and use good judgement to make decisions proactively; flexibility to work autonomously and as part of a multi-disciplinary team.
• Ability to work efficiently, juggle multiple projects with appropriate prioritization, adhere to quick deadlines, deal comfortably with ambiguity, and adapt to evolving circumstances.
• Experience in exercising sensibility, discretion, and diplomacy in handling all matters, information, and relationships (including confidential or sensitive information).
• Ability to independently learn new technologies, and processes and navigate systems to solve problems.
• Successful candidates will bring enthusiasm, creativity, and humor to their work.

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

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 - 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.

Expected base pay rates for the role will be between $70,000 and $150,000 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).

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

• Industries

  Financial Services, Investment Banking, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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