Custody Associate | Southfield, MI

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.
• Achieve 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.

Requirements

• Knowledge Of Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets and emails.
• Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry operations.
• Regulations for specific assigned functional area.

Skills

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under guidance (but not constant supervision) 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 (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works under supervision to select, deploy and get the best results from the most appropriate office system.

Qualifications

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS)