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  • Licensing Care Associate

    Raymond James Financial, Inc. (Troy, MI)



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    Responsibilities

    • 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.

    • 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.

    • Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

    Skills

    • Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.

    • Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.

    • Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance.

     


    Apply Now



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  • Licensing Care Associate
    Raymond James Financial, Inc. (Troy, MI)
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