Business Solutions Representative - Associate at Morgan Stanley

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

0.0

Posted On

11 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Time Management, Prioritization, Multi-tasking, Critical Thinking, Problem Solving, Attention To Detail, Microsoft Excel, Microsoft PowerPoint, Self-sufficiency, Accountability, Process Enhancement, Due Diligence, Regulatory Compliance, Corporate Equity Plans, SEC Rule 144

Industry

Financial Services

Description

- Assisting Executive Relationship Managers with inquiries regarding required due diligence policies and procedures - Developing a thorough understanding of corporate equity plans and security types/transactions, such as stock option exercises, restricted stock vesting, SARS, and related administration - Identifying process enhancement opportunities and working with various internal business partners - Maintenance of accurate records pertaining to actionable items, their current status, and completed regulatory filings - Strict adherence to established processes to ensure accuracy, compliance, and audit requirements are consistently achieved - Personal familiarization with departmental processes/policies to facilitate independent completion of designated tasks and self-sufficiency - Familiarity with SEC Rule 144 is strongly preferred. - Demonstrated effectiveness with both oral and written communication - Strong time management, prioritization, and multi-tasking skills - Current SIE/Series 7 and 63 licenses are preferred, but not required. - A bachelor's degree or equivalent experience in a related field is preferred. - Proficiency with Microsoft Excel and PowerPoint - Must be a quick learner with ability to work independently and possess an intrinsic sense of accountability/ownership - Exceptional critical thinking and problem-solving skills with strong attention to detail Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Business Solutions Representative will assist Executive Relationship Managers with inquiries related to due diligence policies and procedures while developing an understanding of corporate equity plans and security transactions. The role involves identifying process enhancement opportunities and maintaining accurate records of actionable items and regulatory filings.