E*TRADE from Morgan Stanley · 22 hours ago
Executive Assistant, Wealth Management (EquityZen)
New York, New York, United States of America
Full-time
Onsite
Senior Level
$57K/yr - $115K/yr
5+ years expEquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments. The role involves supporting the EquityZen business lead with various administrative, organizational, and logistical responsibilities, including managing schedules, travel arrangements, and communication with senior executives.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
Bachelor's degree preferred and 5+ years of professional experience
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase