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Registered Associate * - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Ontario, California |
About this job
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.
E ducation and/or Experience
* 2 or more years of industry experience preferred.
* High School Diploma/Equivalency.
Li ce n ses
* 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.
Ot her 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.
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.
E ducation and/or Experience
* 2 or more years of industry experience preferred.
* High School Diploma/Equivalency.
Li ce n ses
* 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.
Ot her 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.