Hybrid Digital Workflow Specialist

100 Raymond James & Associates, Inc.; Southfield (MI); Hybrid; USD 42.000 - 52.000; Vollzeit

Benefits dieser Stelle

Medical/Dental/Vision insurance

Retirement savings plan

Paid time off

Zusammenfassung

Raymond James & Associates is seeking a Digital Workflow Services Associate in Southfield, MI, to operate in a hybrid schedule with initial on-site training, 5 days a week, from 8am-5pm EST. After training, you will transition to a hybrid arrangement with up to 2 remote days per week and standard hours, 9am-6pm EST, with occasional alternating evening shifts (11am-8pm EST) 2-3 times monthly.

You will handle client account documentation to ensure regulatory compliance, serve as liaison between

Qualifikationen

• High School (HS) (Required)
• General Experience - 4 to 6 months
• Travel Less than 25%
• Hybrid work style
• Ability to follow established processes and guidelines

Aufgaben

• 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.

Kenntnisse

Verbal communication

Planning

Data analysis

Office software

Procedures adherence

Ausbildung

High School

Tools

Office software

Jobbeschreibung

Raymond James & Associates is seeking a Digital Workflow Services Associate in Southfield, MI, to operate in a hybrid schedule with initial on-site training, 5 days a week, from 8am-5pm EST. After training, you will transition to a hybrid arrangement with up to 2 remote days per week and standard hours, 9am-6pm EST, with occasional alternating evening shifts (11am-8pm EST) 2-3 times monthly.

You will handle client account documentation to ensure regulatory compliance, serve as liaison between