Executive Assistant

Morgan Stanley•New York, NY

About The Position

The Team Administrator is responsible for providing executive assistant 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.

Requirements

Proficient use of Microsoft Word and Power Point
Solid understanding of Microsoft Excel and a familiarity with spreadsheet formulas
Knowledge of database usage
Prior administrative experience in a sales group essential, 3-7years
Financial Services experience preferred
Flexible attitude with the willingness to take on new projects
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
Excellent written, verbal and interpersonal communication skills

Responsibilities

Scheduling travel arrangements in preparation for all on and off-site meetings, conferences, presentations and sales events
Maintaining managers’ office calendar and all scheduling; planning and preparation for extensive sales meetings
Supporting all MSIM marketing initiatives; including coordination and dissemination of sales reports and outgoing email campaigns
Maintaining and monitoring expense reports and check requests
Support sales team as needed
Providing telephone coverage, including responding to inquiries, properly routing calls, and taking detailed messages.
Use of good judgment with both internal and external clients
Reviewing and prioritizing incoming mail and taking appropriate action
Ensuring proper flow of information, pursuing detailed follow-through, as necessary
Involvement in special projects as needed
Performing related duties as assigned