Lewis James Professional

Wealth Document Custody Analyst

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 for a contract opportunity with a financial services client.

Responsibilities:

  • Pull daily payoffs.
  • File and receive new collateral files.
  • Fulfill email requests.
  • Check in/out files for other teammates.
  • Research and assign shelf locations.
  • Move files from the warehouse line to the correct agency sections after purchasing.
  • Daily purchase report, monthly repurchase report, monthly audits and the safe keeping of all files within the vault.

Qualifications:

  • High School education or equivalent.
  • Proficiency with Microsoft Office.
  • Strong written and verbal communications skill.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3127. 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_3127. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V