Estate & Inheritor Services Specialist, Associate

Morgan Stanley

Columbus, Ohio, United States
Client support during inheritance process
Knowledge of estates and trusts
Strong interpersonal skills
The Specialist's role involves managing the collection of required documentation and asset transitions for clients

Job Summary

  • The Specialist's role involves managing the collection of required documentation and asset transitions for clients.
  • Morgan Stanley is committed to maintaining a high standard of excellence and offers comprehensive employee benefits.
  • There’s ample opportunity for innovation, deep learning, and career progression for those who show passion and grit in their work.

Matching Summary

The Specialist's role involves managing the collection of required documentation and asset transitions for clients.

Skills & Requirements

Must-have

  • Client support during inheritance process
  • Knowledge of estates and trusts
  • Strong interpersonal skills

Nice-to-have

  • Passion for innovation
  • Ability to work in high-activity environment
  • Cultural diversity and inclusion

Key Requirements

  • 3-4 years of financial services experience
  • Proficiency in Microsoft Suite
  • At least 2 years relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter