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Raymond James · 5 hours ago

Branch Seasonal Associate - Pasadena, CA NCR

Pasadena, CA

Part-time

Onsite

New Grad

Raymond James is a company that provides personalized financial advice and operational support through its branch locations. They are seeking a Branch Seasonal Associate to assist with administrative tasks, observe financial advisors, and support projects that enhance the client experience in a dynamic, professional environment.

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