Raymond James · 2 days ago
Branch Seasonal Associate - Marion, IN QAS
Marion, IN
Part-time
Onsite
New GradRaymond James is a company focused on providing personalized financial advice and operational support through its branch locations. The Branch Seasonal Associate role offers college students the opportunity to learn about the wealth management industry while assisting with administrative tasks and observing financial advisors.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Required
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
Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint)
General knowledge of business or finance concepts
Familiarity with professional communication standards
Strong verbal and written communication skills
Organizational and time management abilities
Learn new systems and processes quickly
Work independently and as part of a team
Manage multiple tasks effectively in a professional setting
Adapt to changing priorities and branch needs
Maintain confidentiality and professionalism
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Founded in 1962
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase