Raymond James · 1 day ago
Sr. Custody Associate | Onsite Position
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 Senior Custody Associate to support the accurate processing and safeguarding of client assets. This role involves processing a variety of documents and requires strong attention to detail in a regulated environment.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
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
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
Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance
Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance
Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance
Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems
Qualification
Required
High School (HS) (Required)
General Experience - 7 to 12 months
Strong attention to detail
Ability to manage fluctuating workloads
Comfort working in a high-risk, highly regulated environment
Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work
Carry out operational tasks by following established processes
Prepare routine letters, memoranda, reports, and similar documents following detailed instruction
Monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives
Plan, organize, prioritize and oversee activities to efficiently meet objectives
Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required
Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems
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
Supports business processes with guidance but not constant supervision
Uses clear and effective elementary verbal communications skills under supervision
Works with guidance to develop appropriate plans or perform necessary actions based on recommendations and requirements
Works under guidance to analyze data trends for use in reports to help guide decision making
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
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
2026-02-04
2026-02-03
2026-02-03
Company data provided by crunchbase