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Raymond James · 7 hours ago

Corporate Action Associate

Southfield, MI

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services company that is seeking a Corporate Action Associate to manage and process complex corporate action events. The role involves responding to inquiries, processing transactions, and reconciling client and firm positions related to securities, requiring strong attention to detail and analytical skills.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses

Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards

Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software

Create, organize, and maintain files containing the correspondence and records of a senior colleague

Help manage internal client relationships by supporting others to build effective working relations

Assess compliance with established standards and protocols for routine inquiries

Support others by working on a variety of data management tasks

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching

Qualification

Securities industry knowledgeFinancial services conceptsData analysisOffice software proficiencyVerbal communicationOrganizational skillsAttention to detail

Required

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS)

General Experience - 7 to 12 months

Knowledge of securities industry related to job responsibilities, department and division

Knowledge of products concepts relating to financial services industry, including financial instruments, financial management, and cash and capital principles

Knowledge of general office practices and procedures

Strong attention to detail

Analytical skills

Ability to interpret legal and financial documentation