Office Assistant
About The Position
Organizational Overview Morgan Stanley is a leading global financial services firm engaged in, among other things, investment banking, securities, investment management and wealth management services. Summary The Office Assistant supports the day-to-day operations of the Finance Department to maintain accurate records for analysis and reporting purposes. It also assists with related functions when needed such as customer service, data entry, and general office administration. This is a full-time, hourly position; Monday through Friday with core hours of 8:30 am - 4:00 pm; evenings and weekends as needed during high volume periods with advance notice provided.
Requirements
- Commitment to Meals on Wheels of RI’s mission & values
- Ability to manage multiple projects and adjust workflow as needed to meet deadlines and goals
- Attention to detail and accuracy in recordkeeping and documentation
- Timely communication between supervisor and other internal team members
- Ability to work independently
- Proficiency in Excel
- Strong communication skills with external clients and customers
- Excellent organizational skills (both digital and physical)
- Proficiency in Microsoft Office Suite
- Valid driver’s license & reliable transportation
- 1-2 years of experience in administrative support, bookkeeping, or related experience
- High school diploma or equivalent
- Clear results of a background and motor vehicle record check
Nice To Haves
- Associate degree in Business Administration, Finance, Office Administration, or a related field preferred
Responsibilities
- Provide administrative support to the Finance Department by maintaining accurate donation records and acknowledgement letters across designated systems and filing platforms
- Assist with revenue processing by entering gift information, preparing deposits, reconciling transactions, and reporting activities
- Perform daily banking functions, including reviewing bank activity for any alerts or notifications
- Serve as a point of contact for clients, donors, vendors, and staff by responding professionally and promptly to inquiries related to payments, donations, invoices, and departmental processes
- Support accounts payable and accounts receivable activities by submitting invoices, assisting with payment tracking, monitoring outstanding balances, and maintaining organized records.
- Assist with monthly financial reviews and reconciliations by gathering supporting documentation, researching discrepancies, and preparing information for departmental review
- Maintain contract and procurement records including W9s, vendor agreements, insurance certificates, and ACH forms
- Coordinate with team on ordering activities, tracking internal expenses and documentation reporting
- Support compliance and record-retention efforts by organizing financial and administrative records, maintaining filing systems, and preparing documentation for audits and reporting requirements.
- Assist the Finance Coordinator with scheduling, calendar management, and the coordination of key departmental deadlines.
- Provide administrative support to the Finance Committee by serving as notetaker and preparing meeting minutes
- Perform general clerical and administrative duties, including data entry, document preparation, correspondence management, record maintenance, and other duties as assigned to support the efficient operation of the Finance Department
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
