Custody Associate | Onsite Position / Southfield, MI

Raymond James•Southfield, MI

7d•Onsite

About The Position

Onsite Work Environment: This position requires full-time onsite work (Mon-Fri, 8am-5pm ET). Must live within commutable distance from our Southfield, MI Corporate Office. Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Maintain files and records. Ensure a positive experience for internal clients by having courteous interactions with them. Assess compliance with established standards and protocols for routine inquiries. Support others by carrying out basic data management tasks. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Knowledge of: Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails. Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry operations. Regulations for specific assigned functional area. Skills: Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. Uses an understanding of numerical concepts to perform mathematical operations such as report analysis under supervision. Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works under supervision to select, deploy and get the best results from the most appropriate office system. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Knowledge of: Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails.
Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry operations.
Regulations for specific assigned functional area.
Skills: Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works with guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works under supervision to select, deploy and get the best results from the most appropriate office system.
High School (HS) (Required)
General Experience - 4 to 6 months

Responsibilities

Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Carry out operational tasks by following established processes.
May involve adjusting basic settings or parameters in order to meet performance standards.
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
Maintain files and records.
Ensure a positive experience for internal clients by having courteous interactions with them.
Assess compliance with established standards and protocols for routine inquiries.
Support others by carrying out basic data management tasks.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.