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Financial Planning And Philanthropic Administrative Support

Morgan Stanley - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


About The Company

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
• Provide administrative support to Paraplanners