Executive Assistant, Wealth Management (EquityZen)

EquityZen, a subsidiary 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.

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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).