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Executive Assistant

Morgan Stanley

The Executive Assistant is responsible for providing 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. 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 Qualifications Technical Skills Proficient use of Microsoft Word and Power Point Solid understanding of Microsoft Excel and a familiarity with spreadsheet formulas Knowledge of database usage Requirements Prior administrative experience in a sales group essential, 3-7 years 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 Reports to Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Equal Employment Opportunity It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. #J-18808-Ljbffr

Vacancy posted 1 day ago
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