Service Associate - Part-Time
Core
Operational support and oversight for a financial services complex, handling document management, mail distribution, money movement, and trade support.
Role type
Part-time operational support associate
Builds
Operational efficiency and compliance for a financial services branch
Domain
Financial Services / Operations
Required skills
Document management, mail distribution, money movement, trade adjustments, regulatory compliance, Microsoft Office, prioritization
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, industry experience
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Responsibilities
Manage documents and perform quality reviews, oversee mail distribution, perform check deposits and cash transaction approvals, process trade adjustments, support audit preparedness, execute actionable items from delegated reports, assist with special projects like onboarding.
Seniority
Entry-level, part-time