Executive Assistant, Wealth Management

Morgan StanleyNew York, New York

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Job Description

EquityZen, part of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.”

This role would be supporting our EquityZen business leads, with a variety of administrative, organizational, and logistical responsibilities. This position offers a unique opportunity to interface with senior-level executives across the Morgan Stanley Wealth Management division.

The ideal candidate embodies the firm’s core values, is team oriented and will collaborate across the organization.

The candidate brings knowledge of operational processes and administrative capabilities as well as demonstrated experience supporting executive leaders. This individual must have excellent communication and organizational skills, ability to use or self-learn technology systems, the ability to manage a fast-paced work environment and effectively multi-task. This is an on-site role based in lower Manhattan.

Key Responsibilities Include:

Managing complex schedules with focus on proactively identifying and resolving conflicts and communicating them to senior executives in a timely manner
Handling travel arrangements, including booking flights, hotels, and ground transportation; collecting all relevant details and preparing trip itineraries; communicating with trip organizers
Vetting and prioritizing requests for meetings and external appearances
Organizing and submitting expenses including securing pre-approvals for internal and external (product vendor) as required
Answering phone inquiries and directing as appropriate
Planning, organizing and implementing events such as team meetings, department wide events and off-sites
Performing ad hoc administrative and business management responsibilities
Creating presentations and providing meeting summaries
Shadowing the executive or serving as proxy in lower or midtown Manhattan offices as needed
Taking on special department projects as capacity allows

Qualifications:

Bachelor’s degree preferred and 5+ years of professional experience
Familiarity with Morgan Stanley and the financial services/wealth management industry, required
Excellent organization, time management, and communication skills
A detail-oriented self-starter who is eager to take on complex assignments
Someone who exhibits sound judgement with the ability to prioritize and multi-task
Someone who is energetic and eager to tackle new projects and ideas
An individual who is comfortable interacting with high-level executives
A team-player capable of cultivating productive working relationships across the firm
Excellent computer skills, including Outlook, Word, PowerPoint and Excel
Exceptional writing, editing and proofreading skills

WHAT 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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FAQs About Executive Assistant, Wealth Management Jobs at Morgan Stanley

What is the work location for this position at Morgan Stanley?

This job at Morgan Stanley is located in New York, New York, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Morgan Stanley?

Candidates can expect pay range between $57,000–$115,000 for this role.

What employment applies to this position at Morgan Stanley?

Morgan Stanley lists this role as a Full-time position.

What experience level is required for this role at Morgan Stanley?

Morgan Stanley is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Morgan Stanley?

You can apply for this role at Morgan Stanley either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.