Morgan Stanley · 3 hours ago
Executive Assistant, Wealth Management (EquityZen)
New York, NY
Full-time
Onsite
Mid, Senior Level
$57K/yr - $115K/yr
5+ years expMorgan Stanley is a leading financial services firm, and they are seeking an Executive Assistant for their EquityZen business. This role involves providing administrative support to senior executives, managing schedules, travel arrangements, and events, while ensuring effective communication and organization within the team.
Asset ManagementFinanceFinancial ServicesLending
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
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
South China Morning Post
2026-01-25
Company data provided by crunchbase