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Raymond James · 1 hour ago

Branch Seasonal Associate - Pasadena, CA NCR

Pasadena, California - United States

Full-time

Onsite

New Grad

$19K/yr - $55K/yr

Raymond James is a financial services company that provides personalized financial advice and operational support through its branch locations. The Branch Seasonal Associate role offers college students an opportunity to learn about wealth management and branch operations 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