Receptionist (Part Time)

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 Qualifications

EDUCATION, 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

EOE committed to diversifying its workforce.

M/F/D/V.

Posting Date

Nov 28, 2022

Primary Location

Americas-United States of America-Illinois-Lisle

Job

Wealth Management

Employment Type

Part Time

Job Level

Non-Exempt