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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.
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