Level

Morgan Stanley

Executive Assistant - Client Segment Risk - Chief Operating Office (COO)

AI in this role

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. 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 provides a superior foundation for building a professional career: a place for people to learn, to achieve, and to grow.

The Client Segment Risk (CSR) COO team supports the ongoing operations of the 600-person Client Segment Risk organization, which encompasses Risk Officers, Business Control Units, and Conduct & Governance functions across all client segments. CSR is a first line of defense risk function responsible for execution of controls. The team partners with business stakeholders and second and third lines of defense to execute controls, assess and report on sales practice and operational risks, and implement control processes and procedures.

This Executive Assistant role is a key position providing high-level executive administrative support to the Client Segment Risk Chief Operating Officer and broader administrative coordination for the Risk team. The Executive Assistant will interface regularly with individuals at all levels across Morgan Stanley and outside the firm. This individual must be able to manage a fast-paced work environment and juggle multiple, simultaneous projects.  This is an on-site role located in New York City. The ideal candidate is a proactive, polished professional who thrives in a fast-paced environment and is eager to contribute beyond traditional administrative boundaries.


Key Responsibilities

Executive & Administrative Support

  • Maintain, manage, coordinate and prioritize the Chief Operating Officer calendar and ensure preparation for meetings, including scheduling meetings and conference calls, resolving conflicts with sound judgment and discretion, ensuring multi-media functionality and attendee tracking, as well as creating materials where necessary
  • Handle all travel arrangements for the Chief Operating Officer — including booking flights, hotels, and ground transportation; preparing detailed trip itineraries; and liaising with trip organizers.
  • Organize and submit all expenses accurately and in a timely manner on behalf of the Chief Operating Officer.
  • Answer and direct phone inquiries for the Chief Operating Officer as appropriate, maintaining a professional and courteous demeanor.
  • Assist additional team leaders with scheduling, travel, and expense submissions as needed.
  • Plan, organize, and execute logistical aspects of team events including all-hands meetings, leadership offsites, and team retreats.
  • Provide coordination and administrative support for ad hoc projects and requests that may arise from time to time.
  • Perform other general administrative duties such as maintaining files, preparing correspondence, coordinating document distribution, and supporting day-to-day office operations.
Qualifications

Required

  • Bachelor’s degree or equivalent and 7+ years of professional experience. Interest in the financial services industry a plus
  • Excellent computer skills, including the full Microsoft Office Suite (Outlook, Teams, Word, PowerPoint, and Excel).
  • Exceptional written and verbal communication skills, including writing, editing, and proofreading.
  • Strong organizational and time-management skills, with the ability to juggle multiple simultaneous priorities and meet tight deadlines.
  • Sound judgment and the ability to make decisions independently; comfortable handling confidential information with discretion.
  • Ability to interface professionally with individuals at all levels of the organization, including senior executives
  • Detail-oriented and accurate, with a strong commitment to quality in all work product.
  • Ability to work effectively in a fast-paced, evolving environment and adapt quickly to changing priorities.

 

Preferred

  • Familiarity with Morgan Stanley and the financial services or wealth management industry.
  • Prior experience supporting a risk, compliance, or COO function.
  • Experience taking on project coordination or special projects responsibilities in addition to administrative duties.
  • Strong analytical and problem-solving skills with the ability to support data gathering, reporting, and summary preparation.
  • Energetic self-starter eager to learn and take on new challenges; comfortable operating in an environment with evolving priorities.

 

Morgan Stanley can provide a superior foundation for building a professional career — a place for people to learn, to achieve, and to grow. We believe that a philosophy which balances personal lifestyles, perspectives, and needs is an important part of our culture. This role offers a unique opportunity to develop deep expertise within a first-line risk organization while growing professionally through meaningful special project work alongside senior leadership.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $33 and $55 per hour 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

How we rate this

Executive Assistant - Client Segment Risk - Chief Operating Office (COO) at Morgan Stanley rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

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