Administrative Assistant - Alpharetta
Company: Morgan Stanley
Location: Alpharetta
Posted on: May 13, 2022
Job Description:
Morgan Stanley is a leading global financial services firm
providing a wide range of investment banking, securities,
investment management and wealth management services. The Firm's
employees serve clients worldwide including corporations,
governments, and individuals from more than 1,200 offices in 43
countries.
Research
Morgan Stanley Investment Research is committed to being an
essential part of our clients' investment process. We strive to be
the sell-side research provider that best understands the buy side.
Through relevant and timely conversations with leading investors,
we focus resources on risk-reward essentials: Our equity analysts
cover over 3,500 stocks; our economists, strategists and fixed
income analysts cover all major regions and other asset classes
around the globe.
PRIMARY ROLE
We are seeking a nimble, organized professional to provide
comprehensive administrative support to our Equity & Fixed Income
Analysts, Strategists, Economists, associates and officers within
Research North America.
RESPONSIBILITIES
The primary responsibilities of a Research Executive Assistants are
to provide phone support and travel, calendar & expense
management.
Responsibilities include but are not limited to:
- Phone Support: Answer and direct calls as necessary, take
accurate messages, deliver messages in a timely fashion. Phone
etiquette (both verbal & written) is a key component. Back up phone
support is a major function
- Calendar Management: Schedule in person and virtual meetings
for clients, corporates, internal constituents. Proactively manage
conflicts, know when to escalate. Defer to personal calendar style
of officers you are supporting (color coding, desk work,
etc.)
- Expense Management: Follow Firm and Research Department policy
guidelines to expense activity including but not limited to travel,
client entertaining, internal teambuilding, overtime meals, etc.
Manage Corporate American Express account payment, delinquency
status, Concur submissions, etc. Prepare expense reports accurately
and in a timely fashion
- Travel Management (domestic & global) - Arrange all aspects of
travel to include flights, hotel, car rental, car reservations,
visa applications, travel profiles. Seek approvals and exceptions
as necessary in compliance with Firm and Research specific travel
guidelines. Prepare itineraries
- Basic Administrative Duties - liaise with reprographics,
prepare and ship meeting decks, serve as back up support to admin
colleagues both in Alpharetta & NY, adhoc projects, conference
rooms bookings, hotel desk reservations, conference room
reservations, etc.
- Project work as necessary might include tech marketing
campaigns, assistance with marquee sector conferences, liaise with
our Investment Banking team around deals and education, expert
vetting, logging interactions, public appearance vetting, etc.
Research Representation:
- Maintain and build rapport remotely with your internal clients
(EDs, VPs, Associates and mentor admins based in NY WW
Headquarters)
- Serve as the primary point of contact for internal and external
constituencies on all matters pertaining to the Research analyst
exercising judgement to reflect the analysts style, preference
while adhering to Firm and Research specific polices &
guidelines
- Be a resource for creating efficiencies when executing tasks
and resolving potential issues using Firm resources and technology.
Learn how to navigate, manage up, when to ask questions, when to
escalate
- Back up administrative colleague support is a major component
of the role
SKILLS REQUIRED
- Bachelor's Degree
- 3-5 years professional, corporate experience in a fast paced
environment
- Applicants must be tech savvy
- Technical Proficiencies: Microsoft Office Applications, Excel,
PowerPoint, Virtual Video Conferencing (Zoom, WebEx,
Teams)
- Excellent Interpersonal Skills
- Self-starter
- Phone Etiquette - Both Verbal and Written
Communication
- The ability to multitask and prioritize
- Adept with time management
- The ability to work well with all levels of internal MS
management, colleagues, mentors, clients, corporates, vendors,
etc.
- Entrepreneurial spirt - teamwork oriented - collaborative in
nature
- The ability to operate with complete discretion and
professionalism given the nature of confidential business MNPI
Bonus Candidate Attributes:
- Financial Services experience
- Equity Research and/or Fixed Income Research
experience
- Client Service Industry experience
- Project coordination
This role requires that all successful applicants be fully
vaccinated against COVID-19 as a condition of employment and
provide proof of such vaccinations within 3 days of commencement of
employment.
Keywords: Morgan Stanley, Alpharetta , Administrative Assistant - Alpharetta, Administration, Clerical , Alpharetta, Georgia
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