Investment Management – Administrative Assistant

London

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has more than 700 investment professionals and over $1.7Tn in assets under management or supervision. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

The Role

We are seeking a highly organized and detail-oriented Administrative Assistant to join our dynamic team. The candidate will perform all the Team’s key administrative tasks including booking extensive international travel, preparing, submitting, and monitoring expense reports and vendor payments for team members. In addition the role involves conceptualizing, planning, executing and managing events including client workshops, conferences, exhibitions and social client events. This activity will also require budget management and the ability to maintain and update the clients data base (Salesforce) and mailing lists. The role requires strong communication skills, the ability to multitask and work under pressure. The successful candidate will provide vital support to our London, Geneva and Madrid based teams’ daily operations and ensure the smooth execution of events across Europe and various administrative tasks and travel arrangements. This is an excellent opportunity for someone with a passion for a dynamic admin role, event management, travel booking, requiring exceptional organizational skills, and a keen eye for detail.

What will you be doing?

• Coordinating and managing all aspects of international travel arrangements, including flights, accommodations, visas, transportation, itinerary planning for executives and team members
• Preparation and processing of expense reports
• Processing and monitoring of business invoices
• Ensuring compliance with company policies and procedures related to travel, including expense reporting and travel approval processes
• Handling general administrative duties, such as answering phone calls, responding to emails, preparing/maintaining materials
• Managing calendars, scheduling appointments, and handling meeting logistics for senior executives
• Collaborating with various departments to schedule and coordinate virtual and on-site meetings, conferences, and events, both domestically and internationally
• Meeting management, preparing agendas, collating information from stakeholders, minute taking and following up on actions
• Assisting with the preparation of customised presentation materials, reports and other documents for client meetings and as required
• Maintaining and organizing confidential files and records, ensuring efficient and securing access to information
• Assist in the preparation of sales pipeline and activity reporting
• Assist with the on-going update and management of the client relationship database
• Conducting market and sales channel research and providing support for special projects, as assigned
• Conceptualizing, planning, executing and managing events including client workshops, conferences, exhibitions and social client events

What we’re looking for:

• Previous relevant professional experience from a similar role gained with financial services, ideally within Investment Management. Executive Assistant or Personal Assistant experience would be beneficial.
• Exceptional communication skills, both written and verbal, with the ability to interact professionally with individuals at all levels, internally and externally
• Strong organizational skills and the ability to prioritize tasks effectively, while maintaining attention to detail
• Proficiency in travel management systems and tools, as well as proficiency in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint)
• Excellent problem-solving skills and the ability to think critically and make decisions independently
• Flexibility and adaptability to handle changing priorities and work in a fast-paced environment
• Ability to maintain confidentiality and handle sensitive information with integrity
• Must be able to work both independently and as a team, and adapt to various needs of executives and team members

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.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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