Operations Associate: Trade & Money Movement

Morgan Stanley; Sarasota (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley in Sarasota, FL seeks a Service Associate to support operational and management activities across the Market. You will handle document maintenance, money movement, trade support, approvals and project work, while escalating issues as needed.

Key responsibilities include handling mail, scanning and filing, processing inquiries, aiding audit readiness, and supporting Sales, Risk and Home Office partners. A professional with strong MS Office skills and teamwork will excel.

Qualifications

• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
• Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day
• Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
• Assist with processing of trade adjustments and responding to operational alerts
• Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
• Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements
• Remedy and/or elevate service breaks to management team

Skills

Microsoft Office

Writing

Interpersonal

Detail orientation

Teamwork

Adaptability

Communication

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Job description

Morgan Stanley in Sarasota, FL seeks a Service Associate to support operational and management activities across the Market. You will handle document maintenance, money movement, trade support, approvals and project work, while escalating issues as needed.

Key responsibilities include handling mail, scanning and filing, processing inquiries, aiding audit readiness, and supporting Sales, Risk and Home Office partners. A professional with strong MS Office skills and teamwork will excel.