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Wealth Management Finance - Financial Advisor Compensation Team

Company: CTI Education Group
Location: Alpharetta
Posted on: April 6, 2021

Job Description:

Job Description - Wealth Management Finance - Financial Advisor Compensation Team (3171093) Job Description Job Number: 3171093 Posting Date : Apr 1, 2021 Primary Location : Americas-United States of America-Georgia-Alpharetta Education Level : Bachelor's Degree Job : Finance Employment Type : Full Time Job Level : Associate Description 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.

The Financial Control Group (FCG) is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. FCG prepares external financial reports for public filings and regulators. For internal reporting FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organization's financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups and Valuation Review.

This particular role will be with the Financial Advisor Compensation Team within the FCG, whose main function is to support Field Management. The candidate should have strong written and verbal communication skills with analytical abilities to investigate, explain and take corrective action when necessary. Analysis will include investigations across Business Units and interactions with Technology and Operations Teams. Qualifications - Education: BS/BA Accounting / Finance or related work experience
- 1-3 years' experience in Wealth Management or Financial Services industry
- Client Service orientated with the ability to establish and maintain effective relationships internally and externally to deliver world class service.
- Ability to prioritize and multi-task in a deadline driven environment
- Effectively communicate relevant information to audiences at various levels
- Must be detailed oriented and have problem solving skills
- Ability to prioritize effectively in periods of dynamic work volume and able to multi-task in a deadline driven environment.
- Proficient in MS Office and have the ability to quickly learn new technology.

Keywords: CTI Education Group, Alpharetta , Wealth Management Finance - Financial Advisor Compensation Team, Human Resources , Alpharetta, Georgia

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