VEA COO Coordinator, Client Segments, Analyst, Wealth Management
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
About Us:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.
As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture
Business Overview:
The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. The VEA COO Coordinator is responsible for supporting the COO organization with a variety of needs.
Responsibilities:
- Manage onboarding and offboarding tasks for all personnel including key tasks such as ordering equipment
- Manage milestone changes and associated data entry and downstream processes
- Maintain floorplans to reflect changes using the Manhattan real estate system; submit monthly occupancy reporting
- Support employee moves and relocations
- Provide first level of approval of expenses in line with Firm policy
- Data entry audits and quality control for a variety of information critical to the success of the desk
- Track and overall project manage a multitude of projects and initiatives
Requirements:
- Bachelors degree with 1-2.3 years of experience
- Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint
- Ability to learn new technology and systems
- Understanding of the Wealth Management business and products
- Excellent communication skills with the ability to foster strong relationships at all levels
- Excellent organizational and project management skills and ability to function in a high-volume fast-paced environment
- Strong business judgment and problem-solving skills
- Ability to delegate manage and execute on a wide range of tasks and initiatives
- Successfully complete background checks and pre-employment assessments
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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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.
Required Experience:
Chief
Key Skills
- Active Directory
- Customer Service
- End user
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- Deskside Support
- Windows
- SCCM
- Troubleshoot
- User Accounts
- Desktop
- PC
- Backup
- Setup
- hardware
- Technical Support
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
