Assisting the PMES Chief of Staff will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents Providing meeting support including meeting set - up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings Providing general support including maintaining key trackers, driving items to completion, and highlighting items that require attention Performing data reconciliation, specifically for the budget process Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required Minimum 5-7 years of experience in Wealth Management operations or related roles in the financial services industry Partnering/working with stakeholders across different areas Work independently and with a team, possessing strong sense of accountability and relationship-building Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediation's, including when working with technology and business stakeholders Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences Strong attention to detail Strong organizational and analytical skills Strong people and process management skills Proficient with Microsoft Office Suite (Word, Excel and PowerPoint) At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. 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.
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