POSITION SUMMARY:Receptionists are the first point of contact for clients and others visiting the branch or calling into the
branch. The Receptionist must be able to answer general questions and direct clients to the appropriate
party when needed. In this role, you will also have the opportunity to expand your knowledge of the
firm’s Wealth Management business as you build your career in the organization.DUTIES and RESPONSIBILITIES:
Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel
Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals
Maintain call logs and take accurate, thorough messages that are received
Handle general inquiries, following the firm’s policies and procedures
Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.
Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning
MINIMUM QUALIFICATIONSEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience
High school diploma or equivalent preferred
Knowledge/Skills
Professional call etiquette
Knowledge of telephone equipment is preferred
Basic computer skills, including Microsoft Office products
Ability to communicate with colleagues and clients
Dedication to customer service
Ability to work in a fast-paced, evolving environment
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
Service Manager
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: Wealth Management Title: Receptionist Location: Oregon-Lake Oswego Requisition ID: 3262827
