Executive Assistant, Wealth Management (EquityZen)

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 is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Private Markets & EquityZen brings together Morgan Stanley’s private markets capabilities with EquityZen’s leading marketplace and technology platform to expand access to private market opportunities.

The combined business connects private companies, shareholders, and accredited investors through innovative solutions, data-driven insights, and a scaled marketplace designed to help participants navigate the private markets with greater confidence.

Morgan Stanley Private Markets is looking for an Executive Assistant to support its leadership team.

Key Responsibilities Include

• 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

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

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 $57,000 and $115,000 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.