The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals
Job Summary
The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
Assist with special projects (e.g., recruit onboarding support) and identify Firm services and solutions that support clients’ needs.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.
Matching Summary
The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals.
Salary
Base: $55,000 - $68,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit's incentive compensation plan; Benefits: Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), Short/Long Term Disability
Skills & Requirements
Must-have
Front desk operations
Document management and quality review
Mail handling
Money movement functions
Trade support
Client service skills
Problem resolution
Nice-to-have
Identifying firm services
Adaptability to evolving policies
Collaboration with partners
Project tracking
Key Requirements
High School Diploma/Equivalency
5 years of industry experience
Strong computer skills
Willingness to obtain Series 7, 9, 10, 66 or 63 and 65 licenses