Birmingham, AL30+ days ago
DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: ā¢ Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing ā¢ Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day ā¢ Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals ā¢ Assist with processing of trade adjustments and responding to operational alerts ā¢ Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner ā¢ Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements ā¢ Remedy and/or escalate service breaks to management team. OTHER: ā¢ Assist with special projects (e.g., recruit onboarding support) ā¢ Identify Firm services and solutions that support clients needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features ā¢ Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed ā¢ Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) ā¢ Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers ā¢ Organize and track progress against operational remediation projects.