Executive Assistant, Wealth Management (EquityZen)

711 MS Smith Barney, LLC; New York (NY); Presencial; USD 57.000 - 115.000; Jornada completa

Descripción de la vacante

Morgan Stanley is a leading global financial services firm offering investment banking, securities, investment management and wealth management services. This role provides high-level administrative support to senior executives, including calendar management, travel arrangements and meeting coordination.

Ideal candidates have 5+ years of experience, strong writing and editing skills, and proficiency with Outlook, Word, PowerPoint and Excel.

Formación

• Bachelor’s degree preferred and 5+ years of professional experience.
• Excellent organization and communication skills.
• Comfort interacting with high-level executives.

Responsabilidades

• Managing complex schedules and conflicts for senior executives.
• Booking travel and preparing itineraries.
• Vetting meeting requests and external appearances.
• Organizing expenses and securing pre-approvals.
• Planning events and creating presentations.

Conocimientos

Schedule management

Travel coordination

Executive support

Meetings coordination

Office software

Educación

Bachelor’s degree

Herramientas

Outlook

Word

PowerPoint

Excel

Descripción del empleo

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.

Key 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.

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.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

What We Do