Executive Assistant

The Executive Assistant is responsible for providing support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.

Responsibilities

• Scheduling travel arrangements in preparation for all on and off-site meetings, conferences, presentations and sales events
• Supporting digital marketing and communications by coordinating content and campaign timing, maintaining an integrated events and marketing calendar, and ensuring outreach aligns with broader business development priorities
• Maintaining and monitoring expense reports and check requests
• Acting as a coordination hub, ensuring leadership is well prepared for meetings, briefing materials are organized in advance, and action items and follow-ups are tracked and completed
• Bringing energy and creativity to the client experience by helping lead the planning and execution of client events
• Ensuring proper flow of information, pursuing detailed follow-through, as necessary
• Involvement in special projects as needed
• Performing related duties as assigned

QUALIFICATIONS

Technical Skills

• Proficient use of Outlook, Excel, PowerPoint, Salesforce, Zoom/Teams, and social platforms such as LinkedIn and Facebook
• Knowledge of database usage
• Hands-on experience leveraging AI tools to work more efficiently

Requirements

• Prior administrative experience in a sales group essential, 3-7years
• Financial Services experience preferred
• Tech forward and flexible attitude comfortable managing projects and timelines
• Highly service-oriented individual with the ability to work well as part of a team
• Strong organizational skills, ability to manage multiple priorities, and ability to take independent initiative for action within areas of responsibility
• Polished communicator with a service mindset and a commitment to a high-touch client experience

Reports to: 
• Business Service Officer

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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 $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determi…