Custody Associate | Southfield, MI

Job Description Summary The Custody Associate plays a key role in supporting the accurate processing and safeguarding of client assets within a fast‐paced Custody Operations environment. This position is primarily processing‐focused, 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 high‐risk, 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 information to ensure accuracy and accessibility. Carry out operational tasks by following established processes, including adjusting basic settings or parameters to meet performance standards. Use standard office software to format letters, memoranda, and routine reports. Maintain files and records. Ensure a positive experience for internal clients through courteous interactions. Assess compliance with established standards and protocols for routine inquiries. Support others by carrying out basic data management tasks. Follow mandatory procedures to meet quality standards and adhere to external regulatory codes and internal codes of conduct. Participate in assessment and development planning activities, formal and informal training, and coaching to develop and maintain procedural or technical skills. Qualifications Knowledge of Microsoft Word, Access, Excel, and Outlook for creating and updating documents, reports, spreadsheets, and emails. Knowledge of general office concepts and procedures governing finance and/or securities industry operations. Knowledge of regulations for specific assigned functional areas. Supports business processes with guidance but not constant supervision by effectively using standard office equipment and software packages. Clear and effective elementary verbal communication skills under supervision to express ideas, request actions, and formulate plans or policies. Ability to plan, organize, prioritize, and oversee activities to meet business objectives under guidance. Ability to develop appropriate plans or perform necessary actions based on recommendations and requirements under guidance. Ability to analyze data trends for use in reports to guide decision making under guidance. Understanding of numerical concepts to perform mathematical operations such as report analysis under supervision. Ability to develop, monitor, interpret, and understand policies and procedures, ensuring alignment with organizational strategies and objectives. Ability to select, deploy, and achieve best results from the most appropriate office system under supervision. Education Bachelor's degree in Accounting, Business Administration, or Finance, or high school diploma (required) Work Experience General experience: 4 to 6 months Travel Less than 25% Workstyle Resident Compensation and Benefits The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. Equal Opportunity Employer Statement The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr