Branch Seasonal Associate

Raymond James

. Assist with branch operational tasks and provide general administrative support .

Posted 11/12/2026part-timeRemote • California • United StatesJuniorMid-Level💰 $11,960 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates a foundational understanding of business and finance concepts while providing administrative support and enhancing client experiences. Capable of effective communication, organization, and collaboration within a team environment.

Highest-signal resume keywords

Bachelor's Degree In BusinessBasic Understanding Of Microsoft OfficeStrong Verbal And Written Communication SkillsOrganizational And Time Management AbilitiesAbility To Work Independently And As Part Of A Team

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic Understanding Of Microsoft OfficeGeneral Knowledge Of Business ConceptsGeneral Knowledge Of Finance Concepts

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationOrganizational AbilitiesTime Management AbilitiesAbility To Adapt To Changing Priorities

Industry Keywords

Client OnboardingClient Service ProcessesBranch Operational TasksProfessional Communication Standards

About the role

Key responsibilities & impact

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
Perform other duties and responsibilities as assigned

Requirements

What you’ll need

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
Legally authorized to work in the US
Must not require visa sponsorship now or in the future, including beyond OPT/EAD
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
None of the licenses/certifications are required

Benefits

Comp & perks

Developmental programs
Mentorships
Continuing education options
Medical, dental, and vision benefits
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Potential additional compensation, discretionary bonuses, or commissions