Field Services Unit Paralegal at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

95000.0

Posted On

06 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Verbal Communication, Written Communication, Problem-Solving, Multi-Tasking, Attention to Detail, Client Service, Interpersonal Skills, Computer Proficiency, Legal Research, Drafting Agreements, Advising, Team Collaboration, Legal Documentation, Account Management, Trusts and Estates, Powers of Attorney

Industry

Financial Services

Description

The position is in Morgan Stanley's Legal Field Services Unit (FSU). The FSU is a part of the Field Advisory Group of Wealth Management Legal and handles legal inquiries raised by Complex/Branch Risk Officers, Branch Management, Financial Advisors, Field Support Groups (i.e. National New Accounts, Operations) and other personnel in the firm's retail brokerage branch system. The types of issues that the FSU addresses include, but are not limited to, issues relating to trusts, estates, guardianships, conservatorships, powers of attorney, UTMA/UGMA accounts, individual retirement accounts, Morgan Stanley account documentation, account opening procedure and general legal matters that affect the branches. The FSU Paralegal is a consolidated point of legal contact for Morgan Stanley branch and support personnel. The FSU Paralegal will be responsible for addressing branch inquiries, conducting legal research, drafting letters to clients and attorneys, drafting agreements, advising branch personnel on relevant law, and working on group projects. Skills Required: > Excellent verbal and written communication skills > Strong problem-solving skills > Ability to multi-task in a fast-paced environment > Attention to detail > Client service skills > Ability to work well with people at different levels in the organization > Computer proficiency including, but not limited to: Windows Microsoft Office, Internet and Website Knowledge and navigation skills, Lexis/Nexis and/or Westlaw Educational Requirements: Bachelor of Arts WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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. Expected base pay rates for the role will be between $75,000 and $95,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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, 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Responsibilities

The FSU Paralegal will address branch inquiries, conduct legal research, and draft letters and agreements. They will also advise branch personnel on relevant law and work on group projects.