Lewis James Professional

Wealth Document Custody Analyst I

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Wealth Document Custody Analyst I for a contract opportunity with a financial services client.


  • Sorting documents/collateral files in terminal digit.
  • Filing documents/collateral files.
  • Pulling documents/collateral files.
  • Packaging collateral files for shipping.
  • Collecting, analyzing and preparing data.
  • Research data for special projects.
  • Complete complex reports on a periodic basis or for special projects maintaining department records.


  • Some college is preferred.
  • Knowledge of intermediate and advanced software functions, such as MS Word, MS Excel, and minimum typing speed of 60 WPM.
  • Previous experience required.
  • Excellent interpersonal skills and communications skills.
  • Excellent spelling, punctuation, proofreading, and grammatical skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2923. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2923. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V