Senior Administrative Assistant
Morgan Stanley
Senior Administrative AssistantMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.The Fiduciary Consulting Group (FCG), which was formed through the strategic combination of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations, government entities, and non-profit organizations, and we specialize in assisting retirement plan sponsors (defined contribution/defined benefit/nonqualified), 529 plans, endowments, foundations, and trusts. Our status as a fiduciary is clearly documented in our consulting agreements.Position SummaryThe FCG team is in search of a top notch self-driven Senior Administrative Assistant with prior support experience to assist our retirement plan consultants and internal staff with day-to-day operations. This position performs a wide variety of complex clerical and administrative functions in support of those engaging in the sale & service of our institutional clients. As a Senior Administrative Assistant, this role is also expected to act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. Exceptional writing & organizational skills are essential to this position and are needed for composing, drafting and editing correspondence and presentations.Primary Responsibilities:Provide administrative support for senior consultants with strong ability to multi-taskManage multiple calendars and schedule client, prospect and vendor in-person/video conference meetingsManage consultant tasks as it relates to external client meeting dates - communicate to staff to ensure deadlines are metMake airline, hotel and vehicle rental reservations using Morgan Stanley internal firm approved tools and processesManage Travel & Entertainment (T&E) and Events and Conferences (EnC) expenses requests to ensure compliance with Firm policy utilizing online business systemsPrepare meeting agendas, client materials prep, letters, and executive travel documents for client meetingsPrint and ship client materials in advance of client meetingsCompose written communications including outgoing correspondence, emails, presentations, forms, etc.Troubleshoot educational or logistics-oriented client questions as neededAs relevant, support client contact information maintenance in Morgan Stanley systemsPerform administrative functions for the local office at large, including telephone coverage, reception coverage, other internal meeting coordination as well as file & calendar maintenanceServe as point of contact for local office facilities management and maintain up-to-date office utilization information in the internal firm systemOffice management efforts, including maintaining office supplies, ordering business cards & stationary or client report materials, support business continuity plans and act as key contact for the associated Rapid Notification SystemProvide back up support to other members of administrative coverage team as neededHelp to track local site office and desk assignments, maintain capacity or usage data in Morgan Stanley real estate systemsOther duties and special projects as assignedQualifications :High School Diploma/Equivalency is a minimum requirementMinimum of three years' experience in a support administration roleAdvance level knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams)Familiarity with customer relationship management software like SalesforceExcellent verbal and written communication skills, including telephone coverageStrong time management skillsExceptional interpersonal and client service skillsDetail oriented with superior organization skillsAbility to prioritize workTeam player with the ability to collaborate with othersAbility to work in a fast-paced evolving environmentAdaptable and ability to multi-taskProactive or self-starterAbility to be discreet and maintain confidentiality on sensitive mattersWhat You Can Expect From Morgan Stanley:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
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