Department Profile

Wealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans, and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you?

Position Description

• Extensive telephone coverage, answer phones, take accurate messages, know executives whereabouts at all times, handle urgent/confidential calls with appropriate judgment/taking accurate phone messages/exercising proper phone etiquette/field phone calls
• Heavy client interaction with high-level executives?
• Maintain executives calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
• Coordinate all related conference rooms including any catering, audio/videoconference set up?
• Arrange all aspects of travel, keeping executives travel profile up-to-date, manage approvals for any travel, arrange flights, hotels, rental car and sedan service, currency exchange
• Prepare all itineraries
• Prepare and submit all expense reports on a timely basis
• Maintain filing system, correspondence, documents?
• Navigate Firms resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
• Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
• Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements

Qualifications:

• Required Skills and Personal Attributes:
• Excellent communication, writing, judgment, and problem-solving skills
• Strong attention to detail as well as solid organization/time management skills
• Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
• Able to work in a fast-paced environment and handle multiple tasks concurrently
• Flexible to handle new responsibilities as group grows dynamically

Other Requirements:

• Bachelors Degree preferred
• 5+ Years Corporate Experience preferred
• Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
• Other applications helpful include Excel, PowerPoint, Concur, internet and research tools
• Solid typing skills
• Experience with calendar management, expensive management and extensive travel/logistics
• The ability to work well with all levels of internal management and staff, outside clients and vendors. Sensitivity to confidential matters required.
• Project coordination a plus

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $80,000 and $130,000 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).