✦ Luna Orbit — Operations & Logistics

Branch Summer Associate - Bloomington, IN 3FX

at Raymond James Financial

Unknown Posted April 03, 2026
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Position Details

Type Internship
Experience intern
Exp. Years Not specified
Education Enrolled full-time in an accredited college/university pursuing a bachelor's degree in business, finance, or related field
Category Operations & Logistics

About this role

Branch Summer Associate provides administrative and branch support, gaining exposure to wealth management processes, branch workflows, and client service in a fast-paced environment.

Key Responsibilities

  • Assist with branch operational tasks and administrative support
  • Observe financial advisors and onboarding processes
  • Support projects to improve efficiency
  • Complete training modules
  • Collaborate with branch associates

Technical Overview

Non-technical role focused on branch operations and client service with emphasis on office productivity and basic finance concepts.

Ideal Candidate

The ideal candidate is a college student pursuing a business or finance degree, eager to learn branch operations and client service, with strong organizational and communication skills.

Must-Have Skills

Enrolled full-time in an accredited college/university pursuing a bachelor's degree in businessfinanceor related fieldMust be 18 years or olderLegally authorized to work in the US (no visa sponsorship required now or in the future)

Required Skills

Microsoft OfficeWordExcelPowerPointcommunicationorganizational skillstime management

Hard Skills

Microsoft OfficeWordExcelPowerPointGeneral finance conceptsProfessional communication

Soft Skills

Strong verbal and written communicationOrganizational and time management abilities

Industry & Role

Industry Finance & Banking
Job Function Support branch operations and client service as a student intern in a financial services environment.
Role Subtype Branch Operations

Keywords for Your Resume

branch summer associateraymond jamesinternshipbranch operationsclient servicefinancial planningtraining modulesmicrosoft officeexcelcommunicationtime managementin-personenrolled in collegenot travelin-office

Deal Breakers

Not enrolled in college full-time or under 18, Not authorized to work in the US, No interest in in-person, on-site work

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