About this role
Portfolio Associate at Morgan Stanley. Location: Purchase, New York, United States. Role: supporting clients, executing transactions, managing calendar Requirements: High school diploma (college preferred), active Series 7 and Series 66 or Series 63+65, 5+ years relevant experience, advanced Microsoft Office skills, financial product knowledge, completion of Portfolio Associate training with leadership nomination. Category: Business Operations Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization Certifications: series 7, series 66, series 63, series 65, portfolio associate training Commitment: Full Time Workplace: Onsite Languages: English