Registered Associate


Company:: Morgan Stanley
(View company profile)
Location:: Walnut Creek, CA
Job Type:: Full Time
Category:: Wealth Management

Yrs of Exp:: 2+ to 5 years
Posted:: 12/5/2012

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Job Description

Position Description

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.

Skills Required

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.

Experience
2 or more years of industry experience preferred..
Education
High School Diploma/Equivalency.
Licenses
Active Series 7 and 63.
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.
3/10 GP10-00734P-N03/10

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