KEY INTERNAL/EXTERNAL CONTACTS
Daily interaction with all levels of management and professionals throughout Morgan Stanley and our client network globally.
PRIMARY RESPONSIBILITIES
- Maintain and building rapport clients and their assistants
- Required to demonstrate tact and good judgment in confidential situations and with handling material nonpublic information
- Professional phone etiquette - answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with professionalism and sound judgment
- Manage multiple
Calendar Management
- Ownership of executives’ calendar, schedule all meetings, (in-person/virtual) and conference calls, handle meeting conflicts and escalate issues; manage the bankers internal Client Relationship database profile
- Update and maintain contacts via internal client database and Outlook
Conference Planning
- Coordinate conference rooms for meetings including ordering catering, multimedia etc.
- Coordinate closing dinners; client outings; virtual events; internal events – responsible for all logistics and adherence to firm policies and procedures
Expense Management
- Fill in ordinate conference rooms for meetings including ordering catering, multimedia etc.
- Fill in Coordinate closing dinners; client outings; virtual events; internal events – responsible for
Travel Arranging
- Arrange all aspects of travel (domestic and international), arrange flights, hotels, rental car and car service, visa applications, manage travel profiles and obtain necessary approvals
- Prepare all itineraries, internal and external
- Prepare and submit all expense reports on a timely basis
General Admin
- Type correspondence, memos and presentations, help prepare presentation and meeting materials; coordinate with reprographics and mail services
- Maintain on-line folder management, correspondence, documents and files for bankers
- Knowledge of how to leverage Firm resources, to provide solutions and execute tasks
- Leverage technology to problem solve
- Maintain orderly, fully functioning work area
- Provide backup support for colleagues during vacation/unplanned absences and assist their managers as needed with phone coverage, travel and other needs
- Ad-hoc projects as requested
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.
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.
