Massachusetts Jobs

General Description

Provide critical business support for operational activities of Parametric’s Account Administration Team. Primary responsibility is to maintain high service levels while improving the administrative infrastructure.

Primary Responsibilities

• Responsible for ensuring daily activities, including client transitions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner
• Ensure compliance with regulatory requirements associated with client portfolio transitions, including OFAC list comparisons and applicable AML and Red Flags responsibilities
• Facilitate the accurate and timely delivery of critical business information between all necessary parties
• Collaborate with Supervisor on re-engineering projects that will improve the efficiency of workflows and enhance client experience with account transitions
• Acts as “Business Owner” of investment related data, sales activity reports, and daily account processing

Job Requirements

• Bachelor’s degree
• 1 to 3 years of operations and/or related experience
• Working knowledge of the financial services industry, investment products, and services
• Strong analytical, organizational, and communication skills
• Strong problem solving skills and ability to work with others implementing solutions
• Strong attention to detail with positive, enthusiastic attitude

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job: *Asset/Investment Management

Title: Account Administration Specialist - Parametric

Location: Massachusetts-Boston

Requisition ID: 3232369