Assist Financial Advisors with all the administrative and processing aspects of all sales.
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.
Knowledge, Skills, and Abilities
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.
2 or more years of industry experience preferred..
High School Diploma/Equivalency.
Active Series 7 and 63.
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 Smith Barney EOE committed to diversifying its workforce. M/F/D/V.
Morgan Stanley - 17 months ago
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...