Business Analyst II

at Morgan Stanley & Co

location New York City, New York

Updated on Nov 08, 2018

Contract Position
6 month(s)

  • Referral Bonus


  • Signing Bonus



Pay Rate $30.37 per hour

Experience 3-7 Years

Eligibility Green Card, US citizen


Finance (non Banking)


Not Specified

Job ID


Working Remotely Allowed



Scheduler/Sales Assistant 
Good communication skills, strong organizational skills, ability to multi-task 

Summary of Responsibilities: 
• Make outbound calls to assist sales team members to scheduler appointments with Financial Advisors within their respective territory (expected 30+ calls per day) 
• Log all interaction activity with Financial Advisors into Client Relationship Management (CRM system) 
• Prepare and submit expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances 
• Able to support multiple divisional directors simultaneously 
• Maintain calendar, schedule meetings and conference calls, handle meeting conflicts and prioritization issues 
• Arrange aspects of travel, keeping directors’ travel profile up-to-date, manage approvals, arrange flights, hotels, car services 
• Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services 
• Setup and maintain mail groups, keep orderly, fully-functioning work area 
• Ad-hoc projects 

• Excellent communication, writing, judgment, and problem-solving skills 
• Strong attention to detail as well as solid organization/time management skills 
• Must be an enthusiastic and positive team player who is willing to help out and who works well with colleagues 
• High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities 
• College Degree Preferred 
• Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts 
• Other applications helpful include Excel, PowerPoint, internet and research tools

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