Executive Assistant to Wealth Management Leaders

Morgan Stanley; New York (NY); On-site; USD 57,000 - 115,000; Full time

Job summary

Morgan Stanley Private Markets is seeking an Executive Assistant to support its leadership team in Midtown Manhattan. The role involves managing complex schedules, organizing travel, handling meetings and expense reporting, and preparing presentations.

The ideal candidate has a Bachelor’s degree and 5+ years of experience, excels at communication, multitasking, and working with senior executives, and is proficient in Outlook, Word, PowerPoint and Excel.

Qualifications

• Bachelor’s degree preferred and 5+ years of professional experience.
• Familiarity with Morgan Stanley and the financial services/wealth management industry, required
• Excellent organization, time management, and communication skills
• A detail-oriented self-starter who is eager to take on complex assignments
• Someone who exhibits sound judgement with the ability to prioritize and multi-task
• Someone who is energetic and eager to tackle new projects and ideas
• An individual who is comfortable interacting with high-level executives
• 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 skills

Responsibilities

• Managing complex schedules with focus on proactively identifying and resolving conflicts and communicating them to senior executives in a timely manner
• Handling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizers
• Vetting and prioritizing requests for meetings and external appearances
• Organizing and submitting expenses including securing pre-approvals for internal and external (product vendor) as required
• Answering phone inquiries and directing as appropriate
• Planning, organizing and implementing events such as team meetings, department wide events and off-sites
• Performing ad hoc administrative and business management responsibilities
• Creating presentations and providing meeting summaries
• Managing business unit administration including real estate, office supplies, and employee onboarding
• Shadowing the executive or serving as proxy in lower or midtown Manhattan offices as needed
• Taking on special department projects as capacity allows

Skills

Organization

Time management

Communication

Attention to detail

Multitasking

Interpersonal skills

Executive interaction

Team player

Writing

Education

Bachelor’s degree preferred

Tools

Outlook

Word

PowerPoint

Excel

Job description

Morgan Stanley Private Markets is seeking an Executive Assistant to support its leadership team in Midtown Manhattan. The role involves managing complex schedules, organizing travel, handling meetings and expense reporting, and preparing presentations.

The ideal candidate has a Bachelor’s degree and 5+ years of experience, excels at communication, multitasking, and working with senior executives, and is proficient in Outlook, Word, PowerPoint and Excel.