Wealth Management Paralegal

Morgan Stanley's Wealth Management Litigation team is seeking a dedicated and skilled paralegal to support our growing team of attorneys. As part of the Global Litigation Department, you will play a crucial role in handling client-related arbitrations, civil litigations, and regulatory matters for our Wealth Management business segment, which includes advisor-led, self-directed E*TRADE, and workplace channels. 

In the Legal and Compliance Division (LCD) we provide a wide range of services for 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. 
 
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. 
 
What you will do in the role:   

• Provide litigation support to attorneys handling arbitrations, civil litigation, regulatory enforcement investigations, and customer complaints. 

• Collect and analyze documents from internal systems, departments, and clients for review and production. 

• Prepare financial summaries and documents to support collection efforts. 

• Analyze records to create demonstratives for arbitration hearings, mediations, or regulatory matters. 

• Compile, maintain, and coordinate case files and records. 

What you will bring to the role: 

• Qualified lawyer with an LLB degree (LLM is an advantage). 

• 2-3 years of post-qualification experience in a professional environment. 

• Strong understanding of legal documents and terminologies. 

• Comfort with technology and proficiency in technical systems and programs. 

What will help you in the role: 

• Prior experience in legal operations or reference data. 

• Self-starter with the ability to work independently and interact with diverse individuals. 

• Basic understanding and exposure to general legal concepts and terminologies will be an added advantage 

• Strong analytical and problem-solving skills with sound judgment. 

• Excellent verbal and written English communication skills. 

• High level of organization and attention to detail. 

• Ability to thrive in a fast-paced environment and meet deadlines. 

• Proficiency with AI tools is an advantage.