Morgan Stanley
WM, US Banks & IM Financial Crimes Risk – Executive Assistant and Business Uni
Morgan Stanley, New York, New York, United States,
Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust 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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, achieve, and grow.
The WM, U.S. Banks and IM Financial Crimes Risk Team is embedded within the Firm’s business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM, U.S. Banks and IM Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley.
The Executive Assistant and Business Unit Administrator is responsible for providing overall administrative support for the WM, U.S. Banks and IM Crimes Risk organization. This role will provide exposure to various areas of the FCR organization at a high level, and the wide range of responsibilities presents opportunities to grow your skill set and progress your career within the firm.
DUTIES And RESPONSIBILITIES
Administrative Support
Maintain executive calendars including scheduling meetings, conference calls, addressing meeting conflicts, assisting with hosting Zoom meetings, room reservations and material preparationProvide telephone coverage - answer executive phones, take accurate messages, know executives whereabouts at all times, handle urgent calls with appropriate judgmentHandle business travel and expense report management for senior executivesManage other administrative activities including maintenance and distribution of reports, management of email distributions, preparing copies, ordering office supplies, reviewing/distributing incoming and outgoing mail and packages and greeting guestsAct as a point of contact for technology projects, office moves, migrations, equipment installs/ replacementsCoordinate events and meetings for the team, including all pre-approvals, event logistics/planning and accounting for meetings as needed
Onboarding and Offboarding Support
Provide organizational support for New Hire onboarding, internal transfers and terminationsManage the full contingent onboarding lifecycle and ensure consultants are aligned to approved budgeted line itemsUnderstand the order and approval process for equipment and ensure equipment is in working order for team members – new and existing.Serve as a point of contact to escalate technology issues on behalf of new team members
Location Management Support
Ensure floor plan and occupancy reports are up to date to reflect departmental changes inclusive of new hires, transfers and terminationsServe as a point of contact for the team regarding up-to-date office utilization information in internal firm systemsTake part in move requests involving the business/teamsFacilitate the coordination of office supplies and order when needed
Ad-Hoc Projects / Other
Communicate and manage firm initiatives for the team (e.g., Global Volunteer Month, Annual Appeal)Facilitate and/or support ad hoc projects and reporting for various stakeholders across the team; these may include, but not limited to, creation of materials for meetings and other initiatives, tracker/reporting of initiatives, etc.Actively engage in available training and education programs to learn the business and role of the financial crimes risk organization
Knowledge/Skills
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Strong computer skills and knowledge of Microsoft OfficeExcellent verbal and written communication skills, in person and virtualExceptional relationship building and interpersonal skillsStrong time management skillsDemonstrates good judgementDetail oriented with superior organizational skillsAbility to prioritize workTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskProactive problem solverGrowth mindsetAbility to be discreet and maintain confidentiality on sensitive matters
Education And/or Experience
High School Diploma/EquivalencyCollege degree preferredFour or more years of related experience
Morgan Stanleys 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).
Expected base pay rates for the role will be between $57,000 and $110,000 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.
Posting Date
Aug 27, 2024
Primary Location
Americas-United States of America-New York-New York
Education Level
Bachelors Degree
Job
Wealth Management
Employment Type
Full Time
Job Level
Non-Exempt
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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, achieve, and grow.
The WM, U.S. Banks and IM Financial Crimes Risk Team is embedded within the Firm’s business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM, U.S. Banks and IM Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley.
The Executive Assistant and Business Unit Administrator is responsible for providing overall administrative support for the WM, U.S. Banks and IM Crimes Risk organization. This role will provide exposure to various areas of the FCR organization at a high level, and the wide range of responsibilities presents opportunities to grow your skill set and progress your career within the firm.
DUTIES And RESPONSIBILITIES
Administrative Support
Maintain executive calendars including scheduling meetings, conference calls, addressing meeting conflicts, assisting with hosting Zoom meetings, room reservations and material preparationProvide telephone coverage - answer executive phones, take accurate messages, know executives whereabouts at all times, handle urgent calls with appropriate judgmentHandle business travel and expense report management for senior executivesManage other administrative activities including maintenance and distribution of reports, management of email distributions, preparing copies, ordering office supplies, reviewing/distributing incoming and outgoing mail and packages and greeting guestsAct as a point of contact for technology projects, office moves, migrations, equipment installs/ replacementsCoordinate events and meetings for the team, including all pre-approvals, event logistics/planning and accounting for meetings as needed
Onboarding and Offboarding Support
Provide organizational support for New Hire onboarding, internal transfers and terminationsManage the full contingent onboarding lifecycle and ensure consultants are aligned to approved budgeted line itemsUnderstand the order and approval process for equipment and ensure equipment is in working order for team members – new and existing.Serve as a point of contact to escalate technology issues on behalf of new team members
Location Management Support
Ensure floor plan and occupancy reports are up to date to reflect departmental changes inclusive of new hires, transfers and terminationsServe as a point of contact for the team regarding up-to-date office utilization information in internal firm systemsTake part in move requests involving the business/teamsFacilitate the coordination of office supplies and order when needed
Ad-Hoc Projects / Other
Communicate and manage firm initiatives for the team (e.g., Global Volunteer Month, Annual Appeal)Facilitate and/or support ad hoc projects and reporting for various stakeholders across the team; these may include, but not limited to, creation of materials for meetings and other initiatives, tracker/reporting of initiatives, etc.Actively engage in available training and education programs to learn the business and role of the financial crimes risk organization
Knowledge/Skills
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Strong computer skills and knowledge of Microsoft OfficeExcellent verbal and written communication skills, in person and virtualExceptional relationship building and interpersonal skillsStrong time management skillsDemonstrates good judgementDetail oriented with superior organizational skillsAbility to prioritize workTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskProactive problem solverGrowth mindsetAbility to be discreet and maintain confidentiality on sensitive matters
Education And/or Experience
High School Diploma/EquivalencyCollege degree preferredFour or more years of related experience
Morgan Stanleys 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).
Expected base pay rates for the role will be between $57,000 and $110,000 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.
Posting Date
Aug 27, 2024
Primary Location
Americas-United States of America-New York-New York
Education Level
Bachelors Degree
Job
Wealth Management
Employment Type
Full Time
Job Level
Non-Exempt