Assoc, Professional, P2, Core Services, NEX : Job Level - Associate

Morgan Stanley • South Jordan, UT

1d

About The Position

We’re seeking someone to join our team as a Tax Operations Associate in WM operations to support the firm's wealth management gain and loss reporting, to ensure compliance with IRS regulations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of ETRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Requirements

• Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
• Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
• Culture carrier across Operations, embracing the Firm's core values
• At least 2 years’ relevant experience would generally be expected to find the skills required for this role
• Bachelor's Degree in a business field or relevant experience would generally be expected to find the skills required for this role.
• Critical thinking, analytical, and problem-solving skills
• Clear and concise written and verbal communication skills
• Willingness to seek guidance and solicit feedback to further self-development

Responsibilities

• Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
• Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
• Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
• Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
• Research and update transactions on the assigned data quality daily control reports.
• Contribute to projects within team related to 1099 preparation.

Benefits

• Comprehensive employee benefits and perks in the industry
• Opportunity to work alongside the best and the brightest
• Environment where you are supported and empowered
• Ample opportunity to move about the business for those who show passion and grit in their work

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level