Executive Assistant, Wealth Management (EquityZen)

Morgan Stanley•New York, NY

9d•$57,000 - $115,000

About The Position

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.

Requirements

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

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