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Custody Associate | Southfield, MI

Company

Raymond James Financial, Inc.

Location

Southfield, United States

Type

Full-time

**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 ...

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