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Raymond James · 2 hours ago

Branch Seasonal Associate - Newport Beach, CA NGQ01

Newport Beach, California - United States

Full-time

Onsite

New Grad

Raymond James is a financial services firm that emphasizes personalized client experiences and operational support. The Branch Seasonal Associate role offers college students the opportunity to learn about the wealth management industry while assisting with administrative tasks and supporting projects that enhance client experience.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Assist with branch operational tasks and provide general administrative support

Observe financial advisors and learn about client onboarding, planning, and service processes

Support projects that improve branch efficiency and client experience

Participate in learning sessions and complete assigned training modules on financial principles and branch technology

Collaborate with branch associates on administrative and client service activities

Conduct research or prepare basic materials to support advisor presentations and client meetings

Performs other duties and responsibilities as assigned

Qualification

Microsoft OfficeBusiness knowledgeFinancial conceptsVerbal communicationWritten communicationOrganizational skillsTime managementTeamworkAdaptabilityConfidentiality