Raymond James · 1 day ago
Custody Associate | Onsite Position / Southfield, MI
Southfield, Michigan - United States
Full-time
Onsite
New Grad, Entry Level
0+ years expRaymond James is a financial services firm, and they are seeking a Custody Associate to conduct data entry and operational tasks while ensuring compliance with established standards. The role involves maintaining records, supporting data management tasks, and providing a positive experience for internal clients.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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 and development planning activities as well as formal and informal training and coaching
Qualification
Required
Must live within commutable distance from our Southfield, MI Corporate Office
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
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities
Knowledge of Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails
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
High School (HS) (Required)
General Experience - 4 to 6 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase