Executive Assistant (Global Client Coverage)

Morgan StanleyNew York, NY
$70,000 - $115,000Onsite

About The Position

Morgan Stanley is a leading global financial services firm. The Integrated Firm Client Coverage (IFCC) team, within Integrated Firm Management, is responsible for identifying and facilitating cross-business opportunities across Morgan Stanley’s wealth and investment management and institutional divisions. This role requires in-office attendance 5 days/week.

Requirements

  • Experience supporting senior executive including heavy calendar management and phone coverage.
  • Must be flexible covering senior executive in different time zones given New York base and frequent Asia/Japan travel.
  • Experience working in the financial services industry (5-10 years).
  • Excellent communication, writing, judgment, and problem-solving skills.
  • Strong attention to detail as well as solid organization/time management skills.
  • Must be an enthusiastic and positive team player who is willing to help out and work well with others.
  • Able to work in a fast-paced environment and handle multiple tasks concurrently.
  • Proficient in the Microsoft Office suite especially PowerPoint, Excel and Outlook for email, calendar and contacts.
  • Ability to be proactive and keep current with office procedures and technical training as well as all policy guidelines and compliance requirements.
  • Solid typing skills (60+ wpm).

Nice To Haves

  • College Degree Preferred (or 5+ years of relative corporate experience preferred).
  • Knowledge of Office 365 and Microsoft Teams a plus.
  • Japanese language skills preferred.
  • Experience and knowledge of CSTO, Concur, SharePoint, Fieldglass and Ariba a plus.

Responsibilities

  • Act as first point of contact for inbound and outbound phone calls, applying discretion and judgement when dealing with sensitive information.
  • Understand the important clients/colleagues, take accurate messages and stay informed of manager's whereabouts.
  • Interface with various departments to collect information, respond to requests and obtain services on behalf of the manager.
  • Maintain manager calendar via Outlook which includes scheduling meetings/ conference calls, addressing meeting conflicts and assisting with hosting video conferences.
  • Plan and organize internal events including event registrations, conference room reservations, multimedia support, and catering requests.
  • Arrange all aspects of domestic and international travel which includes booking flights, providing travel itinerary, arranging hotels and car service, assisting with international travel requirements (e.g., visas, entry letters).
  • Prepare and submit expense reports on a timely basis for travel or business-related expenses, follow up on discrepancies and missing receipts to keep balances current.
  • Create, edit and format documents using Microsoft Office Suite and Adobe Pro.
  • Collaborate and gather documents for upload onto internal and regulatory systems or for printing and binding, if necessary.
  • Manage shared sites such as Microsoft Teams, SharePoint and other collaborative sites.
  • Support the team by assisting with the onboarding/offboarding of contingent workers and employees, creating and maintaining mail groups, ordering office supplies, receiving guests/visitors and handling all incoming/outgoing mail and packages.
  • Process invoices and create funding requests using internal platforms.
  • Assist on adhoc projects and provide backup coverage for other administrative assistants, as needed.

Benefits

  • Comprehensive employee benefits and perks in the industry.
  • Ample opportunity to move about the business for those who show passion and grit in their work.
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