Morgan Stanley2 followers13 jobs

Wealth Management Operations, Melbourne

Mid levelFull-timeHybridMelbourne VIC, AustraliaPosted 1 week agoVerified 2 weeks ago
Pending fitX of Y criteria met

About the job

This job is about joining Morgan Stanley's Call Back Verification and PWM Tax Reporting team within Wealth Management Operations. The role plays a crucial part in ensuring a strong Risk and Control framework within the Australian Operations team, fostering a culture of control and compliance. Collaboration and continuous improvement are at the heart of how the team operates, making it an exciting opportunity for growth and development.

You'll be responsible for

✅

Performing Callback Verification

Conducting independent Callback Verification with authorized persons to verify identity and validate asset transfers and changes to customer static data.
🛡️

Managing fraud risks

Overseeing internal and external fraud risks related to asset transfers and changes to customer static data.
📅

Supporting PWM tax reporting

Performing various control tasks related to PWM tax reporting to ensure accuracy and timely release of client annual tax reporting.

Key criteria

📊

Financial markets experience

2-3 years of experience in financial markets is preferred.

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🔍

Regulatory knowledge

Understanding of regulatory rules applicable to the business is essential.

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🧩

Attention to detail

Demonstrated ability to manage multiple tasks with precision.

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5 criteria for this job
Financial markets experience
2-3 years of experience in financial markets is preferred.

View

Regulatory knowledge
Understanding of regulatory rules applicable to the business is essential.

View

Attention to detail
Demonstrated ability to manage multiple tasks with precision.

View

Relationship building skills
Proven experience developing strong relationships across teams.

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Microsoft Office proficiency
Experience with spreadsheets, formulas, and pivot tables is required.

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