Wealth Management - Administrative Assistant

Morgan Stanley; New York (NY); On-site; USD 55,000 - 95,000; Full time

Job summary

Morgan Stanley is seeking an Administrative Assistant to provide proactive executive support to four Managing Directors on the OCIO team. You will manage calendars, travel, expenses, and logistics with precision in a fast-paced environment.

The role requires meticulous organization, strong communication, and teamwork across executives and internal partners. You will engage in ongoing training and contribute to projects and events as needed.

Qualifications

• 4+ years of experience working as an executive assistant in a corporate environment.
• Detail oriented with superior organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Effective communication and interpersonal skills (both written and verbal).
• Ability to multitask in a fast-paced, evolving environment.

Responsibilities

• Manage calendars and coordinate logistics for internal, external events and team meetings, including attendees, materials and communications.
• Monitor email, mail services, general copying, filing and scanning.
• Schedule travel and process expense reports.
• Assist with various meeting preparation.
• Active participation in available training and education programs to maintain current status on policies, procedures and risk awareness.
• Facilitate and/or conduct ad hoc projects, trainings, and events for the team as necessary.
• Administer other duties as delegated by the team.

Skills

Calendar management

Expense management

Travel arrangements

Microsoft Office

Communication skills

Team collaboration

Time management

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Outlook

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, to achieve and prosper.

The Institutional Consulting Solutions business drives the product management, sale and service of Advisor-led workplace offerings for corporate clients, non-profits, endowments, foundations and governments entities across market segments. Products include Retirement and Corporate Cash Management sold by both core Advisors as well as specialized channels such as Graystone Consulting or our Morgan Stanley Institutional Investment Advisors. Our products and services are designed to reduce financial stress and empower all companies and organizations and their constituents to plan, prepare for, and reach their financial goals through digital and human engagement.

Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Contribution plans, Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.

The Administrative Assistant will provide efficient and effective executive support to around four Managing Directors or senior executives on the OCIO team, in areas such as calendar management, expense management, and travel arrangements. This group of leaders travel extensively in support of client sales and client relationship management and effective preparation is paramount. The role requires an Administrative Assistant that possesses structure, attention to detail, quality focus, enthusiasm and flexibility in a high-paced work environment. In this role you will need to work well in a team environment, be able to represent the leaders/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal contacts across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals. The Administrative Assistant would be a team player and would participate in daily calls to review all upcoming meetings, events etc.

Responsibilities:

• Manage calendars and coordinate logistics for internal, external events and team meetings team, including attendees, materials and communications
• Monitor email, mail services, general copying, filing and scanning
• Schedule travel and process expense reports
• Assist with various meeting preparation
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Facilitate and/or conduct ad hoc projects, trainings, and events for the team as necessary
• Administer other duties as delegated by the team
• 4+ years of experience working as an executive assistant in a corporate environment
• Detail orientated with superior organizational skills
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Effective communication and interpersonal skills (both written and verbal)
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask

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 $55,000 and $95,000 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.