Executive Assistant - Investment Operations

Morgan StanleyBoston, MA
5d$95,000 - $100,000

About The Position

We’re seeking someone to join our team as an Executive Assistant to provide high-level administrative support to Investment Operations leaders in Boston and reports directly to the Managing Director and Global Head of the Public Markets Middle Office, who is also based in Boston. This position manages schedules, facilitates communication, plans events, assists with presentations, and handles confidential information. The role requires exceptional organizational skills, discretion, and the ability to anticipate the needs of senior leadership in a dynamic, fast-paced environment. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. In the Operations division, our teams partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Requirements

  • Bachelor's degree preferred; relevant administrative experience may substitute for education.
  • Minimum of 3-5 years supporting executives or senior management.
  • Exceptional written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and calendar management tools.
  • Strong organizational, multitasking, and problem-solving abilities.
  • High level of professionalism, discretion, and confidentiality.
  • Ability to work independently and collaboratively in a dynamic environment.

Nice To Haves

  • Experience planning and coordinating corporate events, meetings, or conferences is highly desirable.

Responsibilities

  • Calendar and Schedule Management: Coordinate and maintain complex calendars, schedule meetings, appointments, and travel arrangements, and ensure executives are prepared for daily activities and key events.
  • Event Planning and Coordination: Organize and oversee company events, and special meetings. Manage logistics including venue selection, catering, invitations, itineraries, and on-site support to ensure seamless execution.
  • Communication Liaison: Serve as the primary point of contact between executives and internal/external stakeholders.
  • Meeting Coordination: Organize, prepare agendas for, and attend meetings. Record minutes and follow up on action items to ensure timely completion as appropriate
  • Travel Arrangements: Plan and coordinate complex domestic and international travel, including flights, accommodations, ground transportation, and itineraries.
  • Document Preparation: Prepare reports, presentations, and other documents using Microsoft Office Suite and other relevant software.
  • Confidentiality: Handle sensitive information with the utmost professionalism and discretion.
  • Project Support: Assist with special projects, research, and analysis as assigned by executives.
  • Expense Management: Track and reconcile expense reports, process invoices, and manage budgets as needed.
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