Wealth Management, AICS Transfers Associate at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

115000.0

Posted On

31 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Communication Skills, Time Management, Multi-tasking, Operational Processes, Creative Thinking, Financial Services, Microsoft Excel, Securities Licensing, Alternative Investments, Autonomy, Process Consistency, Work Ethic, Motivation, Learning, Problem Solving

Industry

Financial Services

Description

Bachelor's degree required 1-3 years' experience in financial services related field Prior operational and/or alternative investments experience is a plus Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results Strong attention to detail and ability to work autonomously Excellent oral and written communication skills Ability to multi-task in a fast-paced, changing environment Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with Ability to ensure process consistency and adherence to all procedural guidelines Strong work ethic and interest in improving business, technical and operational processes Securities licensing (SIE and Series 7 or 99) preferred, but not required Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required 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. Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. 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 Wealth Management, AICS Transfers Associate will be responsible for ensuring process consistency and adherence to procedural guidelines. The role requires strong attention to detail and the ability to work autonomously in a fast-paced environment.