In Australia, Morgan Stanley's focus is on providing individuals and institutions with strategic advice and then helping implement these strategies through quality investment execution.
About The Role
This role will provide administrative support to the national Financial Planning, Not-for-profit and Philanthropic advice businesses, working within a time critical environment. The role will report directly to the Head of Financial Planning, Not-for-profit and Philanthropic Advice based in Sydney and will liaise with Financial Advisors and other Morgan Stanley Wealth Management departments across the country.
Assist with preparing Powerpoint presentations and pitch documents for private clients and Not-for-profit organsiations (NFPs).
Source content for presentations/pitches from internal sources
Researching basic financial planning technical questions and prepare responses
Assist with implementation of financial planning advice
Assist with monthly reporting, primarily using excel
General administrative duties including arranging meetings, preparing agendas, taking minutes
Assist with the co-ordination of client events, seminars, and presentations
Liaise with Financial Advisors and other internal stakeholders across the country
Assist with preparation of educational presentations for both internal and external parties