Custody Associate | Southfield, Mi

Willenborg Wealth Management

Southfield, MI, US
Fully onsite
Accurate processing of client assets
Handling physical and electronic documents
Attention to detail
Willenborg Wealth Management is seeking a Custody Associate in Southfield, MI, responsible for processing and safeguarding client assets in a highly regulated environment. The role requires attention to detail, adaptability to fluctuating workloads, and effective collaboration with internal teams

Job 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.
  • This position requires full-time onsite work (Mon-Fri, 8am-5pm ET) and must live within commutable distance from our Southfield, MI Corporate Office.

Matching Summary

Match Score: 75

Willenborg Wealth Management is seeking a Custody Associate in Southfield, MI, responsible for processing and safeguarding client assets in a highly regulated environment. The role requires attention to detail, adaptability to fluctuating workloads, and effective collaboration with internal teams.

Skills & Requirements

Must-have

  • Accurate processing of client assets
  • Handling physical and electronic documents
  • Attention to detail
  • Managing fluctuating workloads
  • High-risk, highly regulated environment

Nice-to-have

  • Partnering with internal departments
  • Ensuring timely, accurate processing
  • Developing procedural/technical skills

Key Requirements

  • High School diploma required
  • 4 to 6 months general experience

Work Rights

Not specified

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