Branch Summer Associate - Mt. Laurel, NJ 3BV

Raymond James & Associates•Mount Laurel, NJ

1d•Onsite

About The Position

Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operations while delivering exceptional service to clients. Branch Seasonal Associates will gain exposure to financial advising processes, branch workflows, and client service best practices in a dynamic, professional environment. Raymond James Financial is one of the largest independent financial services firms in the country, headquartered in St. Petersburg, FL, providing financial services to individuals, corporations and municipalities. The company focuses on providing trusted advice and tailored, sophisticated strategies. Raymond James is committed to building an inclusive and diverse workforce, valuing associate development and growth through programs, mentorships, and continuing education. The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes. The branch seasonal associate position is a temporary role.

Requirements

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.
Ability to Learn new systems and processes quickly.
Ability to Work independently and as part of a team.
Ability to Manage multiple tasks effectively in a professional setting.
Ability to Adapt to changing priorities and branch needs.
Ability to Maintain confidentiality and professionalism.
Enrolled full-time in an accredited college/university pursuing a bachelor’s degree in business, finance, or related field.
Must be 18 years or older at the time of application.
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).

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.