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In Australia, Morgan Stanley's focus is on providing individuals and institutions with strategic advice and then helping implement these strategies through quality investment advice and execution.
About The Job
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.
Provide administrative support to the Branch Management team:
Scanning including storing, filing and archiving of all documents
Maintaining leave register for all staff and reconcile against leave system monthly
Assisting with maintenance or closures of accounts and bulk client mailouts
Processing Branch invoices and liaising with Finance as required
Managing the branch cheque handling procedures, including banking
Maintaining internal phone list/floorplan/documents and update internal systems
Booking travel for Management and assist other staff as required
Assist with processing new hire and leavers
Compile and reconcile expense claims for Management and assist other staff as required
Manage correspondence for the Branch including distribution of mail, arrange couriers and outgoing mail. Distribute daily open order trade report, monitor correspondence in conjunction with Branch Management to ensure adherence to Correspondence Policy
Assist with co-ordination of branch events, client events, seminars, research and company presentations including room bookings, RSVPs, arranging catering/refreshments, multimedia etc
Greet clients at reception and offer/prepare coffee where required
Maintain kitchen/utilities area
Logging IT requests
Liaise with facilities manager and corporate services regarding cleaning/facilities maintenance and building maintenance requests
Maintenance of stock levels for Client Kitchen and stationery, ensuring ample supplies at all times
Maintain cleanliness and presentation of meeting rooms for client meetings/events
Assist with overflow work from Client Service Associates as required
Cooperate with branch cross-training requirements as directed
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
KEY COMPETENCIES / SKILLS
Technical/ Specialist Skills/ Competencies
Knowledge of switchboard operation and telephone equipment
Excellent customer service and telephone manner
Ability to maintain files
Well-developed IT literacy, database and analytical skills
Knowledge or interest in financial markets and the financial planning industry (highly desirable)
Understanding of compliance and legal requirements within Morgan Stanley
Personal Attributes/Interpersonal skills
Excellent communication skills
Flexible attitude and ability to remain calm under pressure
Communicate clearly and professionally in written and oral forms to both internal and external clients
Proactive, punctual and reliable
Professional presentation and strong attention to detail
Strong interpersonal skills
Ability to work and interact with a variety of people
Strength in organizational ability and time management
Self-motivated and strong use of initiative, ability to prioritise and multi-task
QUALIFICATIONS / EXPERIENCE REQUIRED
Recognised industry studies preferred but not essential
Administrative experience preferred.
Experience within a broking environment highly desirable.
KEY BUSINESS RELATIONSHIPS
All Branch staff, Morgan Stanley Staff including Branch Management, Financial Advisors
Clients, Providers, Visitors
Equal Opportunity Statement
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.
Internal Number: 6141279
About Morgan Stanley
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