Raymondjames

Supporting client asset processing and safeguarding within a regulated environment, with a focus on data entry, compliance, and operational tasks. | High school diploma required; 4-6 months of experience in similar operational roles; proficiency in MS Office; understanding of finance or securities industry regulations. | Job Description Summary Job Description Launch your career in financial services! Onsite Work Environment:This position requires full-time onsite work (Mon-Fri, 8am-5pm ET).Must live within commutable distance from our Southfield, MI Corporate Office. The Custody Associate plays a key role in supporting the accurate processing and safeguarding of client assets within a fastpaced Custody Operations environment. This position is primarily processingfocused, with responsibilities that include handling a wide range of physical and electronic documents such as stock certificates, deposit certificates, and legal materials. Associates rotate through various task types, which can vary daily based on volume and business need. This role requires strong attention to detail, the ability to manage fluctuating workloads, and comfort working in a highrisk, highly regulated environment. The Custody Associate will partner closely with internal departments and branch teams to obtain required documentation and ensure timely, accurate processing that supports client asset protection. 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. 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. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1

Support HR systems projects, analyze business needs, collaborate with stakeholders, and contribute to HR technology transformation initiatives. | Bachelor's degree, 3-6 years HR product management or business analysis experience, Workday experience preferred, PMP certification required. | Job Description As a Configuration and Reporting Analyst in the HR Transformation team, you will collaborate with stakeholders to understand business needs, resolve issues, and improve processes through the use of Workday and related HR technologies. This role supports the planning and execution of Talent Development & Learning transformation initiatives, including change strategy, training, and adoption. You will contribute to defining functional designs, partner with developers on technical solutions, support testing efforts, and ensure the successful deployment of enhancements and system updates. Essential Duties and Responsibilities Portfolio & Project Support • Support governance and delivery of HR systems projects and programs. • Apply a change mindset to planning, execution, and monitoring of business activities. • Assist in gathering requirements, analyzing data, and coordinating stakeholder consultations. • Contribute to project deliverables and ensure alignment across HR functions. Business Analysis • Interpret business needs and recommend solutions to improve HR processes. • Review existing operations and support innovation efforts to drive continuous improvement. • Collaborate with stakeholders, IT, and vendors to evaluate and implement technology solutions. Stakeholder Engagement • Develop and maintain stakeholder engagement plans to ensure needs and concerns are addressed. • Provide insights and recommendations to business leaders to support policy and project implementation. • Foster collaboration across business units to support creativity and innovation. Team Collaboration • Participate in team planning, estimation, and resource coordination. • Support training, coaching, and knowledge sharing within the team. • Contribute to a positive team culture focused on outcomes and continuous learning. Skills & Competencies • Accountability and commitment to results. • Strong problem-solving and decision-making skills. • Effective communication and listening across diverse audiences. • Adaptability in dynamic environments. • Collaborative mindset and partnership-building skills. • Ability to manage ambiguity and sensitive data with discretion. Education & Experience • Bachelor's Degree required. • 3 to 6 years of experience in HR product management or business analysis. • Experience supporting talent development and learning functions, including compliance and regulatory learning. • Workday experience strongly preferred. • Experience with Oracle Cloud Talent or SumTotal is a plus. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Data Processing Work Experience Manager Experience - 3 to 6 years Certifications PMI Project Management Professional (PMP) - Project Management Institute (PMI) Salary Range $100,000.00-$130,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.