Executive Assistant - Wealth Management Digital Platforms

  • Company: Morgan Stanley
  • Location: San Francisco, California
  • Posted: December 21, 2017
  • Reference ID: 3102438
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

Morgan Stanley's newly formed Digital Platforms group is looking for an Executive Assistant to help support the team that is shaping the future of the Wealth Management digital strategy. We are looking for a passionate and extremely organized multitasker to fill a key support role for our San Francisco team.

• Navigate firm effectively and efficiently by interfacing with various departments
on behalf of team to collect information, respond to requests and coordinate
• Arrange individual and group meetings with responsibility for coordinating
availability with all parties; reserving meeting rooms and securing call-in
numbers; arranging special meeting facilities; sending meeting confirmation
emails; preparing and distributing meeting materials and attending meetings to
capture notes
• Responsible for administrative activities including, but not limited to coverage;
preparation of copies; supply management; sending/receiving faxes;
maintaining orderly communications
• Provide excellent telephone coverage including ability to manage priorities;
handle urgent calls with professionalism and good judgment
• Maintain and mange executive calendars including but not limited to
scheduling/rescheduling meetings by partnering and coordinating with internal
and external constituents
• Handle business travel and expense reimbursement process with
responsibility for booking travel arrangements; coordinating out-of-town
meeting schedules and preparing travel and submitting expense
• Assist with creation and maintenance of reports
• Strong understanding of all office technology and advanced knowledge of
Microsoft Office products, particularly Word, Excel, PowerPoint and Outlook

• Minimum of 5 years of experience in an administrative role preferred
• Experience within financial services preferred
• Software proficiency with Microsoft Office (e.g., Word, Excel, PowerPoint)

• Must be self-motivated and hard working with ability to handle changing
priorities and multiple tasks simultaneously
• Excellent time and project management skills
• Strong written and verbal communication skills
• Ability to maintain poise, presence and professionalism and exhibit solid
• Possess solid client-focused and collaboration skills in a team environment
willing to assist colleagues and members of the team
• Demonstrates positive initiative
• Comfortable working in a fast paced environment

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