Raymond James Overview
One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Department Overview
The Digital Workflow Services team, part of the Service Delivery organization, is dedicated to ensuring the seamless operation of our business. Our primary responsibilities include supporting branch-facing applications, ensuring they function smoothly and efficiently. We also ensure strict compliance with SEC Rule 17Ad-17, which pertains to the identification and notification of lost securityholders. Additionally, we oversee the proper routing of Raymond James forms, directing them to the appropriate teams for timely and accurate processing. Our team plays a crucial role in maintaining operational excellence and regulatory compliance, thereby supporting the overall success of our organization.
Seasonal Analyst Job Summary
The summer associate will play a crucial role in supporting all aspects of the Digital Workflow Services team and the broader Service Delivery team. The ideal candidate is someone who thrives in a fast-paced, dynamic business environment and is eager to engage with a diverse array of projects. This position is perfect for individuals who are keen to learn about operations and the financial services industry. The summer associate will provide support to the Digital Workflow Services team, the Forms Administration team, and the Smart Forms team as needed, gaining valuable experience across multiple facets of our organization.
Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate 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. Routine contact with internal and external customers may be required to exchange basic information.
This is a temporary role.
Work Schedule: Up to 24 hours per week for a limited time, determined by department need.
Start Date: June 2, 2025
End Date: August 8, 2025
Duties and Responsibilities
Determined by business need, this position may help support reporting, processing, and other needs as set by business.Assist in the production of high-quality documentation.Collect and analyze information from various sources for reporting, and analysis.Specified projects and varied assignments relating to the Service Delivery organization.Works independently on assigned projects and tasks, meeting all delivery deadlines.Operates standard office equipment and uses required software applications.Performs other duties and responsibilities as assigned.Raymond James Overview
One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Department Overview
The Digital Workflow Services team, part of the Service Delivery organization, is dedicated to ensuring the seamless operation of our business. Our primary responsibilities include supporting branch-facing applications, ensuring they function smoothly and efficiently. We also ensure strict compliance with SEC Rule 17Ad-17, which pertains to the identification and notification of lost securityholders. Additionally, we oversee the proper routing of Raymond James forms, directing them to the appropriate teams for timely and accurate processing. Our team plays a crucial role in maintaining operational excellence and regulatory compliance, thereby supporting the overall success of our organization.
Seasonal Analyst Job Summary
The summer associate will play a crucial role in supporting all aspects of the Digital Workflow Services team and the broader Service Delivery team. The ideal candidate is someone who thrives in a fast-paced, dynamic business environment and is eager to engage with a diverse array of projects. This position is perfect for individuals who are keen to learn about operations and the financial services industry. The summer associate will provide support to the Digital Workflow Services team, the Forms Administration team, and the Smart Forms team as needed, gaining valuable experience across multiple facets of our organization.
Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate 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. Routine contact with internal and external customers may be required to exchange basic information.
This is a temporary role.
Work Schedule: Up to 24 hours per week for a limited time, determined by department need.
Start Date: June 2, 2025
End Date: August 8, 2025
Duties and Responsibilities
Determined by business need, this position may help support reporting, processing, and other needs as set by business.Assist in the production of high-quality documentation.Collect and analyze information from various sources for reporting, and analysis.Specified projects and varied assignments relating to the Service Delivery organization.Works independently on assigned projects and tasks, meeting all delivery deadlines.Operates standard office equipment and uses required software applications.Performs other duties and responsibilities as assigned.Knowledge, Skills, and Abilities
Knowledge of
Proficiency in Microsoft applications, including Excel, Word, and PowerPoint.Fundamental concepts, practices, and procedures of a professional office environment.Basic concepts, principles, and practices of assigned business unit.Skill in
Precision in completing tasks and ensuring accuracy.Aptitude for identifying issues and developing effective solutions.Effective communication and interpersonal skills.Proficiency in managing time and meeting deadlines.Operating standard office equipment and using, or having the ability to learn, required software applications.Ability to work effectively as part of a virtual/hybrid team.Ability to
Organize and prioritize multiple tasks and meet deadlines.Communicate effectively, both orally and in writing.Work independently and collaboratively within a team environment.Provide a high level of customer service.Establish and maintain effective working relationships.Educational/Previous Experience Requirements
Must be currently pursuing a bachelor’s degree in business, finance, or related majors.Any equivalent combination of experience, education, and/or training approved by Human Resources.Licenses/Certifications
None required.Location - Hybrid position – St. Petersburg office
No travel required.Knowledge, Skills, and Abilities
Knowledge of
Proficiency in Microsoft applications, including Excel, Word, and PowerPoint.Fundamental concepts, practices, and procedures of a professional office environment.Basic concepts, principles, and practices of assigned business unit.Skill in
Precision in completing tasks and ensuring accuracy.Aptitude for identifying issues and developing effective solutions.Effective communication and interpersonal skills.Proficiency in managing time and meeting deadlines.Operating standard office equipment and using, or having the ability to learn, required software applications.Ability to work effectively as part of a virtual/hybrid team.Ability to
Organize and prioritize multiple tasks and meet deadlines.Communicate effectively, both orally and in writing.Work independently and collaboratively within a team environment.Provide a high level of customer service.Establish and maintain effective working relationships.Educational/Previous Experience Requirements
Must be currently pursuing a bachelor’s degree in business, finance, or related majors.Any equivalent combination of experience, education, and/or training approved by Human Resources.Licenses/Certifications
None required.Location - Hybrid position – St. Petersburg office
No travel 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 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