The role of Estate Operations Analyst is one who maintains strong functional knowledge of all aspects of the Brokerage Business with an emphasis on Brokerage Operations. The role will be a hands-on partner with Retirements group and will be focused on Estate distributions.
RESPONSIBILITIES
Problem Resolution / Data Analysis - as assigned
> Perform different levels of problem resolution & data analysis for all aspects of estate operations. Validating documentation associated with beneficiaries and timely distribution of assets.
> Deliver objective analysis of error trends and opportunities. -- identify root cause and implement solutions.
> Resolve estate issues and document the resolution process.
> Validate data integrity is maintained in client facing displays.
> Develop metrics that demonstrate the progress / completion of estate inquiry resolution.
> Ensure that the status reports produced are accurate, relevant, complete, and actionable.
Quality Assurance
> Follow established procedures and quality assurance protocol for estate processes.
> Support strategic plans that enhance productivity through process efficiencies and automation.
Project Work
> Diligently follow up on estate project milestones contributions.
> Perform different levels of testing which may include system testing, usability/GUI testing, regression testing and business user acceptance testing.
> Support creation, modification and review of test plan and test summary documents
> Assist in developing metrics that demonstrate the progress / completion of functionality testing.
> Ensure that the status reports produced are accurate, relevant, complete, and actionable. REQUIREMENTS
Basic
> 1+ years of experience in the financial services industry
> 1+ years' knowledge in MS Office including Excel (required), Word (required) and Power Point (required)
Preferred
> Brokerage, retirement, estate and beneficiary services experience desirable
> Analytical thinker, with excellent written and verbal communication
> Detail oriented with strong organizational skills
> Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives
> Adaptable to dynamic work environments and priorities
> Demonstrate ownership and sense of urgency in resolving inquiries and issues
> Adaptable to dynamic work environments and priorities
> Proven effectiveness in fast-paced, demanding, client-driven environment.
> Ability to perform and deliver within tight deadlines
> A challenging and inquiring mind
> Attention to detail and tenacity
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s 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.