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Operations Associate - Custody Dept

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Raymond James

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Location:
United States , Southfield

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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