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Morgan Stanley Wealth Management provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.
A key function of this role is to provide operational support to the Branch with administrative, operational and compliance functions within a high volume, time critical environment.
Answer incoming calls in a cordial, professional and timely manner.
General administrative duties including arranging meetings, maintaining business supplies, collating and dispatching documents, filing, faxing
Assist with the general administration, coordination and communication in the Branch
Assist with the co-ordination of client events, seminars, research and company presentations including room bookings, catering and multimedia set up
Manage office supplies including ordering and monitoring usage.
Stock and ensure servicing of office equipment.
Organise Branch meetings, functions and social events as required.
Booking Meeting Rooms including catering and refreshments
Arrange couriers and co-ordinating mail
Assist with processing New hire and leavers
Process Branch invoices
Booking travel and arranging itineraries for management
Compile and reconcile expense claims for management
Assist with the Access Card requirements of the Branch
Correspondence – distribution of mail, timely distribution of all faxes (incoming and outgoing), daily open order report, monitor correspondence in conjunction with Branch Manager to ensure adherence to Correspondence Policy
Logging IT requests and building maintenance requests for the floor
Manage the branch cheque handling procedures, including banking.
Liaise with facilities manager and corporate services regarding cleaning/facilities maintenance/building issues
Maintain Kitchen/Utilities area
Assisting with adhoc maintenance requests from IT
Assist with bulk client mailouts
Assist with maintenance/closures of expired accounts
Greet clients at reception and offer/prepare coffee where required
Collate and submit responses to Client Failed Settlements report
Assist with distribution of Annual High Risk Review report
WHS Committee Representative
Maintain cleanliness and presentation of meeting rooms for client meetings/events
Cross train and provide back up to the Client Services Associate role as required including but not limited to:
Distribute new account documents & required notification to clients & review new account forms for accuracy & completeness, including input of client banking details
Assign account number and provide Financial Advisors with completed new account forms after management approval
Arrange & assist with CHESS & sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
Authorise access & respond to client queries from the Website
Comply with the ethical standards contained within the Company Code of Conduct.
Adhere to Company policies and procedures, regulatory and legislative requirements.