Wealth Management - Administrative Assistant
About The Position
Morgan Stanley is a leading global financial services firm. The Institutional Consulting Solutions business drives product management, sale, and service of Advisor-led workplace offerings. The Outsourced Chief Investment Officer (OCIO) group partners with Morgan Stanley Financial Advisors to offer full discretion portfolio management services. The Administrative Assistant will provide efficient and effective executive support to approximately four Managing Directors or senior executives on the OCIO team. This support includes calendar management, expense management, and travel arrangements, as the leaders travel extensively for client sales and relationship management. The role requires an Administrative Assistant who is structured, detail-oriented, quality-focused, enthusiastic, and flexible in a fast-paced work environment. The position involves working collaboratively in a team, representing the leaders with professional courtesy and acumen, and delivering flawless work. Daily interactions will include executive-level internal contacts across various business lines. Adaptability in procedures, processes, and techniques is necessary to complete assignments in line with department goals. The Administrative Assistant will be a team player, participating in daily calls to review upcoming meetings and events.
Requirements
- 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).
- Strong time management skills.
- Team player with the ability to collaborate with others.
- Ability to work in a fast-paced, evolving environment.
- Adaptable and able to multitask.
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 preparations.
- 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.
Benefits
- Comprehensive employee benefits and perks in the industry.
- Opportunity to work alongside the best and the brightest.
- Supported and empowered environment.
- Ample opportunity to move about the business.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
