Administration Assistant

About Morgan Stanley

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the people of Morgan Stanley are dedicated to providing their clients with the finest thinking, product and services to help them achieve even the most challenging goals.

Your role

The primary responsibility of the Administration Assistant is to work as part of a team managing all administrative aspects of The Asia Practice in a high-volume, time-critical environment. To be successful in this role you will need to have high attention to detail and should be able to prioritise your work accordingly and work well under pressure. This role will deal specifically with Chinese clients therefore the successful candidate will need to be fluent in English and Mandarin.

Responsibilities:

Provide administrative support to the Asia Practice team including:

• Manage clients' annual risk reviews and annual portfolio reviews ensuring all are completed on time
• Manage the SOP renewal process for clients and upload relevant documentation
• Processing team expense claims and obtaining relevant approvals
• Booking travel both domestic and international, arranging necessary pre-approvals for offshore travel
• Co-ordination of team events, client events, seminars, research and company presentations including room bookings, managing RSVPs, arranging catering/refreshments, multimedia, etc.

Cross-train and provide backup to the Client Service Associate role as required including:

• Client onboarding, including preparation of account documentation, creation of client records in MSMWM systems and other platforms including BT
• IPO and corporate action allocation management
• Preparation of client valuations, asset allocations and generating investment reports as required
• Assist in client asset transfers, including cash, both domestically and internationally
• Process and monitor stock settlements, including follow-up with clients regarding outstanding funds.

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Training & development

At Morgan Stanley, their employees are the strongest asset, and they recognize their value. Join the team and you'll find wide-ranging mentorships and management support from your first day with the firm—and continued career development programs and networks to nurture your career:

• Tuition and licensing reimbursement, plus discounts on graduate-school test prep (GREs, GMATs, LSATs, etc.)
• Online courses from industry leaders and access to the Harvard Business Review
• Read more...

Salary & benefits

Roles as an Administration Assistant may earn an average of A$45,000 to A$72,000. (Source: Glassdoor)

Morgan Stanley supports their 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. Explore what makes Morgan Stanley an ideal place to build your career.

1. Career
2. Health & Wellbeing
3. Finances
4. Family
5. Values
6. Extra-curricular
7. Read more...

Career progression

Morgan Stanley values and embraces uniqueness and individuality, and its commitment to diversity permeates all levels of its organization. By fostering a corporate culture that is open and inclusive, their employees can achieve their own professional goals. Here, they focus on enhancing the careers of their employees by offering a variety of educational and professional development programs. Read more.

Learn more about careers at Morgan Stanley by watching this video.

Work life balance

If you’re looking to begin the next stage of your professional journey at a firm that encourages a healthy work-life balance, Morgan Stanley is there for you. 

To know more about work-life balance at Morgan Stanley, watch this video.

Culture & vibe

At Morgan Stanley, they believe that diversity makes all stronger. Their employees come from all over the world. All high achievers who share integrity, intellectual curiosity, and the desire to work in a friendly, inspiring environment. But they're not just one kind of person or one major. Additionally, all of their employees have the opportunity to participate in the committees and diversity groups. Read more.

About you

Key Requirements:

Technical/Specialist Skills/Competencies:

• High attention to detail
• Strong literacy and numeracy ability
• Strong organisational skills
• Good knowledge of Microsoft Office Suite
• Solid background in financial advice processes, markets and industry

Personal Attributes/Interpersonal Skills:

• Excellent communication skills both verbal and written
• Fluent in written and spoken Mandarin
• Display a high level of resilience and strong ability to prioritise tasks
• Strong decision-making ability
• Goal-oriented with demonstrated drive and initiative

Qualifications/ Experience Required:

• Undergraduate degree in Finance, Commerce, Accounting or Business essential
• Recognised industry studies preferred (including RG146, Series 7) – if not held already a requirement to study towards
• Experience in Accounting, Risk, Audit or Compliance
• Experience in wealth management, financial planning or professional services

How to apply

To apply for this role, simply click the "Apply on employer site" button on this page to submit your application directly to Morgan Stanley.