Wealth Management Paralegal
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Job Summary
Morgan Stanleys Wealth Management Litigation team isseekinga dedicated and skilled paralegal to support our growing team of attorneys. As part of the Global Litigation Department you will play a crucial role in handling client-related arbitrations civil litigations and regulatory matters for our WealthManagement business segment which includes advisor-led self-directedE*TRADE andworkplace channels.
In the Legal and Compliance Division (LCD) weprovidea wide range of services for our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firms invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive tomaintaincooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firms businesses.
Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you will do in the role:
Provide litigation support to attorneys handling arbitrations civil litigation regulatory enforcement investigations and customer complaints.
Collect andanalyzedocuments from internal systems departments and clients for review and production.
Prepare financial summaries and documents to support collection efforts.
Analyzerecords to create demonstratives for arbitration hearings mediations or regulatory matters.
Compilemaintain and coordinate case files and records.
What you will bring to the role:
Qualified lawyer with an LLB degree (LLM is an advantage).
2-3 years of post-qualification experience in a professional environment.
Strong understanding of legal documents and terminologies.
Comfort with technology andproficiencyin technical systems and programs.
What will help you in the role:
Prior experience in legal operations or reference data.
Self-starter with the ability to work independently and interact with diverse individuals.
Basic understanding and exposure to general legal concepts and terminologies will be an added advantage
Strong analytical and problem-solving skills with sound judgment.
Excellent verbal and written English communication skills.
High levelof organization and attention to detail.
Ability to thrive in a fast-paced environment and meet deadlines.
Proficiency with AI tools is an advantage.
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WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
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Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
