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Wealth Management Litigation Paralegal

Posted May 29
Full Time
Tampa, Florida

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Professionals within Legal and Compliance provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses.

Responsibilities

Litigation support to a growing team of attorneys handling arbitrations, civil litigation, regulatory enforcement investigations and customer complaints

Collection of documents from internal systems, departments and clients for review, analysis and production

Preparation of financial summaries and documents to support collection efforts

Analysis of records to prepare demonstratives for use in arbitration hearings, mediations or regulatory matters

Compilation, maintenance and coordination of case files and records

Skills Required

Candidate must be organized, detail-oriented and able to juggle multiple tasks of varying degrees of urgency

Candidate must be proficient in Microsoft Office applications, especially Excel and PowerPoint

Must be a self-starter who is able to work independently and meet deadlines

Flexibility and ability to pivot quickly from one matter to another is key

Must have excellent written and oral communication skills

Skills Desired

Prior litigation paralegal experience

Prior experience in the securities industry or with another financial institution or regulated entity

Operations/Risk experience

Experience working at or with law firms

Posting Date

May 29, 2024

Primary Location

Americas-United States of America-Florida-Tampa

Education Level

Refer to Position Description

Job

Paralegal

Employment Type

Full Time

Job Level

Director