Operations Associate - Custody Dept Job at Raymond James (Southfield)

Job Description

Launch your career in financial services! The Custody Associate plays a key role in supporting the accurate processing and safeguarding of client assets within a fast‑paced Custody Operations environment. This position is primarily processing‑focused, with responsibilities that include handling a wide range of physical and electronic documents such as stock certificates, deposit certificates, and legal materials. Associates rotate through various task types, which can vary daily based on volume and business need. This role requires strong attention to detail, the ability to manage fluctuating workloads, and comfort working in a high‑risk, highly regulated environment. The Custody Associate will partner closely with internal departments and branch teams to obtain required documentation and ensure timely, accurate processing that supports client asset protection.

Job Responsibility

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
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

Requirements

High School (HS) (Required)
General Experience - 4 to 6 months
Knowledge of Microsoft Word, Access, Excel and Outlook
Knowledge of principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry operations
Knowledge of regulations for specific assigned functional area
Skills: Supports business processes with guidance
Uses clear and effective elementary verbal communications skills under supervision
Works with guidance to plan, organize, prioritize and oversee activities
Works with guidance to develop appropriate plans or perform necessary actions
Works under guidance to analyze data trends
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis under supervision
Works with guidance to develop, monitor, interpret and understand policies and procedures
Works under supervision to select, deploy and get the best results from the most appropriate office system

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Operations Associate - Custody Dept

Job Description

Job Responsibility

Requirements

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