Field Services Unit Paralegal
About The Position
The position is in Morgan Stanley's Legal Field Services Unit (FSU). The FSU is a part of the Field Advisory Group of Wealth Management Legal and handles legal inquiries raised by Complex/Branch Risk Officers, Branch Management, Financial Advisors, Field Support Groups (i.e. National New Accounts, Operations) and other personnel in the firm's retail brokerage branch system. The types of issues that the FSU addresses include, but are not limited to, issues relating to trusts, estates, guardianships, conservatorships, powers of attorney, UTMA/UGMA accounts, individual retirement accounts, Morgan Stanley account documentation, account opening procedure and general legal matters that affect the branches. The FSU Paralegal is a consolidated point of legal contact for Morgan Stanley branch and support personnel. The FSU Paralegal will be responsible for addressing branch inquiries, conducting legal research, drafting letters to clients and attorneys, drafting agreements, advising branch personnel on relevant law, and working on group projects.
Requirements
- Excellent verbal and written communication skills
- Strong problem-solving skills
- Ability to multi-task in a fast-paced environment
- Attention to detail
- Client service skills
- Ability to work well with people at different levels in the organization
- Computer proficiency including, but not limited to: Windows Microsoft Office, Internet and Website Knowledge and navigation skills, Lexis/Nexis and/or Westlaw
- Bachelor of Arts
Responsibilities
- Addressing branch inquiries
- Conducting legal research
- Drafting letters to clients and attorneys
- Drafting agreements
- Advising branch personnel on relevant law
- Working on group projects
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
