Part-Time Operations & Trade Support Associate

PowerToFly; Denver (CO); On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

Morgan Stanley is seeking a Service Associate to provide operational support and administrative oversight at our Denver campus. You will manage documents, money movement, trade support and approvals while assisting with audits and process improvements.

The role requires a High School Diploma (college degree preferred) and willingness to obtain Series 7/66 or 63/65. 20–30 hours per week availability is expected, with comprehensive benefits and a collaborative team environment.

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 skills

Client service

Organizational skills

Teamwork

Series 7/66 or 63/65

Education

High School Diploma

College degree preferred

Industry experience a plus

Job description

Morgan Stanley is seeking a Service Associate to provide operational support and administrative oversight at our Denver campus. You will manage documents, money movement, trade support and approvals while assisting with audits and process improvements.

The role requires a High School Diploma (college degree preferred) and willingness to obtain Series 7/66 or 63/65. 20–30 hours per week availability is expected, with comprehensive benefits and a collaborative team environment.