Executive Assistant, Wealth Management (EquityZen)

Morgan-Stanley; Town of Islip (NY); On-site; USD 57,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking an Executive Assistant to support its leadership team in Midtown Manhattan. The role will manage complex calendars, book travel, arrange accommodations and ground transport, and vet meeting requests.

You will prepare presentations, provide meeting summaries, handle expenses with pre-approvals, and participate in events and project work across offices. A Bachelor’s degree and 5+ years of experience, strong communication, and the ability to interact with senior executives

Qualifications

• Bachelor’s degree preferred and 5+ years of professional experience.
• Familiarity with Morgan Stanley and the financial services industry is required.
• Excellent organization, time management and communication skills.
• Detail-oriented self-starter able to prioritize and multi-task.
• Comfortable interacting with high-level executives and teams.

Responsibilities

• Manage complex schedules and proactively resolve conflicts for senior executives.
• Coordinate travel arrangements including flights, hotels and ground transportation.
• Vet and prioritize meeting requests and external appearances.
• Organize and submit expenses with pre-approvals as required.
• Prepare presentations and provide meeting summaries.
• Shadow executives and assist on department projects and events.

Skills

Communication

Time management

Multitasking

Teamwork

Detail orientation

Education

Bachelor's degree

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 mannerHandling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizersVetting and prioritizing requests for meetings and external appearancesOrganizing and submitting expenses including securing pre-approvals for internal and external (product vendor) as requiredAnswering phone inquiries and directing as appropriatePlanning, organizing and implementing events such as team meetings, department wide events and off-sitesPerforming ad hoc administrative and business management responsibilitiesCreating presentations and providing meeting summariesManaging business unit administration including real estate, office supplies, and employee onboardingShadowing the executive or serving as proxy in lower or midtown Manhattan offices as neededTaking on special department projects as capacity allowsQualifications:Bachelor’s degree preferred and 5+ years of professional experienceFamiliarity with Morgan Stanley and the financial services/wealth management industry, requiredExcellent organization, time management, and communication skillsA detail-oriented self-starter who is eager to take on complex assignmentsSomeone who exhibits sound judgement with the ability to prioritize and multi-taskSomeone who is energetic and eager to tackle new projects and ideasAn individual who is comfortable interacting with high-level executivesA team-player capable of cultivating productive working relationships across the firmExcellent computer skills, including Outlook, Word, PowerPoint and ExcelExceptional writing, editing and proofreading skillsWHAT 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 programsMorgan 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 .