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

1 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.