Raymond James · 1 day ago
2026 Summer Associate - Insurance Solutions Operations - St. Petersburg, FL
Raymond James is one of the largest independent financial services firms in the country, headquartered in St. Petersburg, FL. The summer associate will support the full lifecycle of annuity transactions, ensuring accuracy and compliance while delivering exceptional service to advisors and clients.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Analyze operational workflows
Assist with Process documentation
Support Data Quality and Reconciliation of new business
Attend project & strategy meetings with operational leaders and team
Performs other duties and responsibilities as assigned
Qualification
Required
Freshman or Sophomore standing (December 2027-May 2029 graduates) pursuing a bachelor's degree in business, finance, or related field
Any equivalent combination of experience, education, and/or training approved by Human Resources
Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD)
High School (HS) (Required)
General Experience - 4 to 6 months
Knowledge of exposure to financial services operations
Hands on experience with industry tools
Development of analytical, communication and project management
Skill in accuracy
Skill in problem solving
Skill in documentation
Ability to work independently
Ability to work closely with other associates and collaborate
Ability to adapt and learn agility
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
TradingView
2025-12-16
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