Operations & Trade Support Specialist

Morgan-Stanley; Sarasota (FL); On-site; USD 38,000 - 58,000; Full time

Job summary

Morgan Stanley in Sarasota, FL seeks a Service Associate to provide operational support for the Market and general management functions. You will handle document maintenance, money movement, trade support, and approvals.

Role requires problem-solving, strong Excel/MS Office skills, and excellent writing and client service capabilities in a fast-paced environment. Onboarding and opportunities for growth are available.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Strong writing and interpersonal skills essential.
• Detail oriented with excellent organizational abilities.

Responsibilities

• Manage documents with quality reviews for accuracy and completeness.
• Oversee and distribute incoming/outgoing mail at multiple points during the day.
• Perform basic money movement tasks including deposits and checks; approve securities transactions.
• Assist with processing trade adjustments and respond to operational alerts.
• Support audit readiness by monitoring accounts and processes for policy compliance.

Skills

Computer skills

Microsoft Office

Writing

Interpersonal skills

Client service

Detail orientation

Team player

Fast-paced adaptability

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Sarasota, FL seeks a Service Associate to provide operational support for the Market and general management functions. You will handle document maintenance, money movement, trade support, and approvals.

Role requires problem-solving, strong Excel/MS Office skills, and excellent writing and client service capabilities in a fast-paced environment. Onboarding and opportunities for growth are available.