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Cost Basis Associate Southfield, MI or Memphis, TN in Southfield, MI at honor foundations

Date Posted: 9/1/2024

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Southfield, MI
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/1/2024

Job Description

Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

This position requires full-time onsite work for the first 90 days. Must live within commutable distance from our home office.

Job Summary:


Under general supervision, uses specialized skills gained through training and experience in the securities industry to assist in the utilization of a Cost Basis Reporting System and other Raymond James approved systems to provide clients and internal departments with cost basis, gain/loss and corporate action information. Delivers superior client service through accuracy, timeliness and consistency. Enters data, reviews daily reports and researches any discrepancies. Position involves extensive interaction with fellow workers, other departments and branch associates.


Essential Duties and Responsibilities:



Job Requirements

Knowledge, Skills and Abilities:


Knowledge of:


  • Financial markets and products.
  • Fundamental concepts of calculating capital gains and losses
  • Fundamental investment concepts, practices and procedures used in the securities industry.


    Skill in:


  • Learning and applying new information, skills and processes quickly.
  • Balancing spreadsheets and reviewing data from multiple sources
  • Problem solving complex issues
  • Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment
  • Microsoft Office applications sufficient to produce documents and email with an advanced skill level proficiency in Microsoft Excel.


    Ability to:


  • Interact effectively with external and internal clients through both written and verbal communication.
  • Give customer satisfaction high priority and proactively address customer needs.
  • Identify relationships, draw logical conclusions and interpret results for use in decision-making.
  • Manage multiple activities simultaneously to ensure timely and satisfactory completion of responsibilities.
  • Exhibit initiative, independence and self-direction when performing tasks.
  • Perform assignments that are broad in nature.


    Educational/Previous Experience Requirements:


  • High school diploma or equivalent. Bachelor’s Degree preferred. A minimum of one to two (1-2) years of general business experience in a professional setting preferred.
    ~or~
  • An equivalent combination of education, experience and/or training.


    Licenses/Certifications:


  • None Required.

    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

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873