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Field Services Unit Paralegal

Morgan Stanley

Field Services Unit Paralegal

Morgan Stanley

Purchase, New York, United States of America

·

On-site

·

Full-time

·

6mo ago

The position is in Morgan Stanley's Legal Field Services Unit (FSU). The FSU is a part of the Field Advisory Group of Wealth Management Legal and handles legal inquiries raised by Complex/Branch Risk Officers, Branch Management, Financial Advisors, Field Support Groups (i.e. National New Accounts, Operations) and other personnel in the firm's retail brokerage branch system. The types of issues that the FSU addresses include, but are not limited to, issues relating to trusts, estates, guardianships, conservatorships, powers of attorney, UTMA/UGMA accounts, individual retirement accounts, Morgan Stanley account documentation, account opening procedure and general legal matters that affect the branches.
The FSU Paralegal is a consolidated point of legal contact for Morgan Stanley branch and support personnel. The FSU Paralegal will be responsible for addressing branch inquiries, conducting legal research, drafting letters to clients and attorneys, drafting agreements, advising branch personnel on relevant law, and working on group projects. Skills Required:
> Excellent verbal and written communication skills
> Strong problem-solving skills
> Ability to multi-task in a fast-paced environment
> Attention to detail
> Client service skills
> Ability to work well with people at different levels in the organization
> Computer proficiency including, but not limited to: Windows Microsoft Office, Internet and Website Knowledge and navigation skills, Lexis/Nexis and/or Westlaw
Educational Requirements: Bachelor of Arts

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $75,000 and $95,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).

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About Morgan Stanley

Morgan Stanley

A financial services company that offers securities, asset management, and credit services.

10,001+

Employees

New York

Headquarters

Reviews

3.5

4 reviews

Work Life Balance

3.0

Compensation

2.5

Culture

3.2

Career

3.0

Management

3.0

35%

Recommend to a Friend

Pros

Skills evaluation through business plans and projects

Direct access to senior leadership interviews

Conversational interview format

Cons

Automated resume screening system issues

Focus on formatting over qualifications

Compensation concerns and salary expectations

Salary Ranges

11,766 data points

Junior/L3

Mid/L4

VP

Intern

Director

Junior/L3 · Associate

3,341 reports

$160,937

total / year

Base

$138,564

Stock

-

Bonus

$22,373

$104,418

$250,912

Interview Experience

6 interviews

Difficulty

3.0

/ 5

Duration

21-35 weeks

Experience

Positive 16%

Neutral 84%

Negative 0%

Interview Process

1

Initial screening (HR/HireVue)

2

Technical rounds

3

Manager/Senior leadership interviews

4

Final round/Superday

Common Questions

Technical knowledge assessment

Behavioral questions

Role-specific scenarios

Leadership and teamwork examples