Executive Assistant (Global Client Coverage)

Posted 10 Days Ago
New York, NY, USA
In-Office
70K-115K Annually
Senior level
Fintech • Financial Services
The Role
Provide high-level administrative support to a senior Managing Director: manage heavy calendaring and phone coverage, coordinate domestic and international travel, organize events, prepare documents and expense reports, maintain Teams/SharePoint sites, process invoices, support onboarding/offboarding, and provide backup for other administrative assistants.
Summary Generated by Built In

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
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.
Department Profile
The Integrated Firm Client Coverage (IFCC) team, which sits within Integrated Firm Management, is responsible for identifying and facilitating cross-business opportunities across Morgan Stanley’s wealth and investment management and institutional divisions.

Role will require in office attendance 5 days/week
Job Responsibilities:
As an Executive Assistant, you'll be expected to provide administrative support to a senior Managing Director of the division and perform the following duties:
> 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
 

Qualifications:
> 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)
> College Degree Preferred (or 5+ years of relative corporate experience preferred)
> 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. Knowledge of Office 365 and Microsoft Teams a plus
> Japanese language skills preferred
> Ability to be proactive and keep current with office procedures and technical training as well as all policy guidelines and compliance requirements
> Experience and knowledge of CSTO, Concur, SharePoint, Fieldglass and Ariba a plus
> Solid typing skills (60+ wpm)

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 $70,000 and $115,000 USD 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • Experience supporting senior executives including heavy calendar management and phone coverage
  • Flexible to cover 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)
  • College degree or 5+ years of relative corporate experience
  • Excellent communication, writing, judgment, and problem-solving skills
  • Strong attention to detail and organization/time management skills
  • Enthusiastic, positive team player who works well with others
  • Able to work in a fast-paced environment and handle multiple tasks concurrently
  • Proficient in Microsoft Office suite, especially PowerPoint, Excel and Outlook
  • Knowledge of Office 365 and Microsoft Teams
  • Japanese language skills
  • Ability to follow office procedures, technical training, policy guidelines and compliance requirements
  • Experience and knowledge of CSTO, Concur, SharePoint, Fieldglass and Ariba
  • Solid typing skills (60+ wpm)
  • In-office attendance 5 days/week

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

Morgan Stanley Insights

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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