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Custody Associate St. Petersburg, FL in St. Petersburg, FL at honor foundations

Date Posted: 11/5/2024

Job Snapshot

Job Description

Onsite Work Environment: This position requires full-time onsite work. Must live within commutable distance from our home office.

Job Summary:

Under general supervision, uses skills gained through training and experience to perform a variety of operational procedures including stock deposits, interpretation of legal documentation, depository reconciliation and trade reconciliation. Serves as the agent between branches and the home office.

Essential Duties and Responsibilities:















Job Requirements

Knowledge, Skills, and Abilities:

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.

    Skill in:

  • Analyzing data to identify discrepancies and trends.

  • Problem solving.

  • Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines

    Ability to:

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

    Educational/Previous Experience Requirements:

  • High School Diploma or equivalent and a minimum of two (2) years’ experience in the areas of financial services industry or customer service.

    ~or~

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

    Licenses/Certifications:

  • None.

    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