Wealth Management Paralegal
Core
Provide litigation support to attorneys handling arbitrations, civil litigation, regulatory enforcement investigations, and customer complaints for Morgan Stanley's Wealth Management business.
Role type
Paralegal (Legal & Compliance Division)
Builds
Case files, demonstratives, financial summaries, and document collections for legal proceedings.
Domain
Financial Services / Legal Litigation
Deliverable
client delivery
Required skills
Legal document analysis, case file management, financial summary preparation, demonstrative creation, regulatory matter support, technical system proficiency
Preferred skills
Legal operations experience, self-starter mindset, analytical problem-solving, AI tool proficiency
Technologies
Internal legal systems, technical programs, AI tools
Responsibilities
Collect and analyze documents from internal systems and clients; Prepare financial summaries and documents; Analyze records to create demonstratives for hearings; Compile and maintain case files; Provide litigation support for arbitrations and regulatory investigations
Seniority
Mid-level (2-3 years post-qualification experience)