Branch Intern (Westport, CT)
📋 Role Overview & Responsibilities
Job Summary
Under general supervision, uses skills gained through training and experience to assist with specific projects within an assigned functional area for a specified period of time. Follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information.
Essential Duties And Responsibilities
Specified projects and varied assignments. Operates standard office equipment and uses required software applications. Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, And Abilities
Knowledge of
Fundamental concepts, practices and procedures of a professional office environment. Basic concepts, principles and practices of an assigned business unit.
Skill in
Operating standard office equipment and using, or have the ability to learn, required software applications.
Ability to
Organize and prioritize multiple tasks and meet deadlines. Communicate effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Provide a high level of customer service. Establish and maintain effective working relationships.
Educational/Previous Experience Requirements
Education/Previous Experience
Currently enrolled in an accredited college/university and be at least 18 years of age.
Licenses/Certifications
None required
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to
Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Financial Planning
Primary Location
US-CT-Westport
Organization
Eastern
Schedule
Full-time
Shift
Day Job
Travel
Thank You
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This position is located in Westport, CT with potential relocation and sponsorship assistance depending on candidate qualifications.
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