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POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales.
DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists. · Create spreadsheets and other financial reports. · Use Morgan Stanley systems. · Increased client contact, including addressing their inquiries.
Education and/or Experience · 2 or more years of industry experience preferred. · High School Diploma/Equivalency.
Licenses · Active Series 7 and 66 (or 63 and 65).
Skills · Excellent written and verbal communication skills · Strong computer skills, including internet. · Working knowledge of Word, Excel and PowerPoint. · Superior interpersonal, organizational and client service skills. Ability to prioritize tasks and meet deadlines. · Strong industry, product, and branch procedures knowledge.
Other Qualifications · Be authorized to work in the U.S. without restriction as to duration. · Pass a background check. · Pass any applicable pre-employment tests.
Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V