- SALARY:NONE
- Southfield, Missouri
Southfield, Missouri
Cost Basis Associate | Southfield, MI or Memphis, TN-2303641
Description
40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Hybrid Work Environment
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
Inputs and maintains data on a Cost Basis Reporting system.
Qualifications
Knowledge, Skills and Abilities
Knowledge of
Financial markets and products.
Skill in
Learning and applying new information, skills and processes quickly.
Ability to
Interact effectively with external and internal clients through both written and verbal communication.
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.
Licenses/Certifications
None Required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Operations
Primary Location
US-MI-Southfield-Southfield
Other Locations
US-TN-Memphis-Memphis
Organization
Operations & Administration
Schedule
Full-time
Shift
Day Job
Travel
No#LI-SJ1