✦ Luna Orbit — Operations & Logistics

Branch Summer Associate - Perrysburg, OH NHE

at Raymond James Financial

Onsite 💰 $19K – $55K USD / year Posted March 31, 2026
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Position Details

Salary $19K – $55K USD / year
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 Seasonal Associate is a temporary internship at Raymond James focused on learning wealth management operations, supporting administrative tasks, and assisting with branch workflows and client service.

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

Technical Overview

Role relies on basic computer literacy and Microsoft Office proficiency; no software development or technical programming required.

Ideal Candidate

The ideal candidate is a college student enrolled full-time in business/finance, seeking an internship; has strong organizational skills and is proficient with Microsoft Office, including Word, Excel, and PowerPoint; available for an in-person summer program and able to work 18+ years old in the US.

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 OPT/EAD)

Tools & Platforms

Microsoft OfficeWordExcelPowerPoint

Required Skills

Microsoft OfficeWordExcelPowerPointEnrolled full-timebachelor’s degree in business/financeclient onboardingadministrative supportcommunicationconfidentiality

Hard Skills

Microsoft OfficeWordExcelPowerPoint

Soft Skills

Strong verbal and written communicationOrganizational and time managementAbility to work independently and as part of a teamMaintain confidentiality and professionalism

Industry & Role

Industry Banking
Job Function Provide branch operations support and administrative assistance to financial advisors in a summer internship.
Role Subtype branch operations intern

Clearance & Visa

Visa Sponsorship No

Keywords for Your Resume

branch seasonal associatebranch summer associateraymond jamesmicrosoft officewordexcelpowerpointenrolled full-timecollege studentbachelor's degree in businessbachelor's degree in financeauthorized to work in the USopteadvisa sponsorshipin-personon-sitebranch operationsadministrative supportclient onboardingtraining modulesclient servicefinancial principlesbranch technologyinternship

Deal Breakers

Must be enrolled full-time in a college/university, Must be 18 years or older, Must be legally authorized to work in the US and not require visa sponsorship now or in the future

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