Senior Administrative Assistant

About the Firm

Morgan Stanley is a leading global financial services firm providing 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. The Institutional Consulting Solutions (ICS) business, part of Morgan Stanley Wealth Management Client Segments, offers consulting services and solutions to institutional investors such as corporations, foundations, endowments, educational institutions, healthcare organizations, insurers, and Taft-Hartley funds.

The Fiduciary Consulting Group (FCG), formed through the strategic combination of Hyas Group and Cook Street Consulting, provides bespoke investment consulting and fiduciary solutions to institutional clients across the United States (including Puerto Rico) and Canada. Clients include corporations, government entities, non-profit organizations, retirement plan sponsors (defined contribution/defined benefit/nonqualified), 529 plans, endowments, foundations, and trusts. FCG operates as a documented fiduciary in all consulting agreements.

About the Role

The FCG team seeks a self-driven Senior Administrative Assistant with prior support experience to assist retirement plan consultants and internal staff with day-to-day operations. This role performs complex clerical and administrative functions supporting the sale and service of institutional clients. As a culture carrier, the position upholds the firm’s core values while offering opportunities to learn about the business and grow professionally.

Responsibilities

• Provide administrative support for senior consultants with strong multi-tasking abilities.
• Manage multiple calendars and schedule client, prospect, and vendor meetings (in-person/video conference).
• Track consultant tasks related to external client meeting dates and communicate deadlines to staff.
• Make airline, hotel, and vehicle rental reservations using Morgan Stanley’s internal tools and processes.
• Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with firm policy.
• Prepare meeting agendas, client materials, letters, and executive travel documents for client meetings.
• Print and ship client materials in advance of meetings.
• Compose written communications, including correspondence, emails, presentations, and forms.
• Troubleshoot educational or logistics-oriented client questions as needed.
• Maintain client contact information in Morgan Stanley systems.
• Perform administrative functions for the local office, including telephone/reception coverage, internal meeting coordination, and file/calendar maintenance.
• Serve as the point of contact for local office facilities management and maintain office utilization data in firm systems.
• Manage office supplies, order business cards/stationery/client report materials, and support business continuity plans.
• Act as the key contact for the Rapid Notification System.
• Provide backup support to other administrative team members.
• Track local office and desk assignments, maintaining capacity/usage data in Morgan Stanley real estate systems.
• Perform other duties and special projects as assigned.

Qualifications

• High School Diploma or equivalent (minimum requirement).
• Minimum of three years’ experience in a support administration role.
• Advanced knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams).
• Familiarity with customer relationship management software like Salesforce.
• Excellent verbal and written communication skills, including telephone coverage.
• Strong time management and organizational skills.
• Exceptional interpersonal and client service skills.
• Detail-oriented with superior organizational abilities.
• Ability to prioritize work and collaborate effectively in a team.
• Adaptability to work in a fast-paced, evolving environment.
• Proactive, self-starter mindset.
• Ability to maintain confidentiality on sensitive matters.

Work Environment

At Morgan Stanley, we raise, manage, and allocate capital for clients while upholding values of integrity, excellence, and teamwork. The firm offers a foundation for professional growth, balancing personal lifestyles and perspectives within its culture. Employees benefit from collaboration with diverse, talented teams across 42 countries, supported by comprehensive employee benefits and opportunities for career mobility.