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Raymond James · 4 hours ago

Cost Basis Associate

Memphis, Tennessee - United States

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that specializes in providing comprehensive investment solutions. The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data, delivering high-quality service through precise support.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Inputs and maintains data on a Cost Basis Reporting system

Acts as a team member for issues and projects requiring moderate research and analysis

Contributes feedback to overall improvement of Cost Basis Reporting's processes and internal systems, and assists in implementing corrective actions and solutions as necessary

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

Qualification

Cost Basis Reporting SystemFinancial markets knowledgeCapital gains calculationData entryReport analysisVerbal communicationTeam collaborationOrganizational skills

Required

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS)

General Experience - 4 to 6 months

Knowledge of financial markets and products

Knowledge of fundamental concepts of calculating capital gains and losses

Knowledge of fundamental investment concepts, practices and procedures used in the securities industry

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)