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hat demonstrate the progress / completion of estate inquiry resolution Ensure that the status reports produced are accurate, relevant, complete, and actionable. Maintain quality assurance Follow established procedures and quality assurance protocol for estate processes Support strategic plans that enhance productivity through process efficiencies and automation Expected to be in office minimum of 3 days each week 3 or more years' experience, or internship, in the financial services industry 3 or more years knowledge in MS Office including Excel (required), Word (required) and Power Point (required) Brokerage, retirement, estate and beneficiary services experience desirable Analytical thinker, with excellent written and verbal communication Ability to manage multiple projects, prioritize tasks, and work against multiple deadlines and objectives Ability to perform and deliver within tight deadlines Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://https://www.morganstanley.com/about-us/global-offices into your browser. 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.