✦ Luna Orbit — Operations & Logistics

Branch Seasonal Associate - Santa Barbara, CA 3GD

at Raymond James Financial

Onsite 💰 $17K – $55K USD / year Posted April 02, 2026
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Position Details

Salary $17K – $55K USD / year
Type Temp-to-Hire
Experience entry
Exp. Years 0
Education Enrolled full-time in accredited college/university pursuing a bachelor's degree in business, finance, or related field
Category Operations & Logistics

About this role

Branch Seasonal Associate role offers college students hands-on exposure to wealth management and branch operations, including administrative tasks and observing financial advisors.

Key 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 training modules on financial principles and branch technology
  • Collaborate with branch associates on administrative and client service activities

Technical Overview

Exposure to financial principles, branch technology, and training modules; basic MS Office proficiency; confidentiality and professionalism emphasized.

Ideal Candidate

The ideal candidate is an enrolled full-time college student majoring in business or finance who can handle branch administrative tasks, observe financial advisors, and contribute to processes that enhance client experience.

Must-Have Skills

Enrolled full-time in an accredited college/university pursuing a bachelor's degree in businessfinanceor related fieldMust be 18 years or older at the time of applicationLegally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD)

Tools & Platforms

Microsoft Office

Required Skills

Microsoft OfficeWordExcelPowerPointbasic business conceptsconfidentialityclient servicecommunicationorganizational skillstime management

Hard Skills

Microsoft Office (WordExcelPowerPoint)

Soft Skills

Strong verbal and written communicationOrganizational and time management abilitiesAbility to learn quicklyTeamwork

Industry & Role

Industry Fintech
Job Function Provide administrative and operational support to a Raymond James branch while learning wealth management processes
Role Subtype Branch operations assistant

Keywords for Your Resume

branch seasonal associateraymond james financialsanta barbarain-person positionenrolled full-timebachelor's degree in businessfinancemicrosoft officewordexcelpowerpointorganizational and time managementstrong verbal and written communicationclient onboardingfinancial planningteam collaborationno travelmust be 18legally authorized to work in the US

Deal Breakers

Not legally authorized to work in the US, Not enrolled full-time in a qualifying degree program, Requires visa sponsorship

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