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Raymond James Overview

One of the largest independent financial services firms in the country could be 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 Raymond James Insurance Solutions operations group is responsible for ensuring the efficient and accurate processing of all annuity transactions at Raymond James. Our team oversees end-to-end operational workflows, including transaction processing, account maintenance and client service support.

Job Summary

The summer associate will support the full lifecycle of annuity transactions, including new business processing, contract maintenance, and service requests. They will ensure accuracy and compliance while delivering exceptional service to advisors and clients. Additionally, the summer associate will collaborate with internal teams and external carriers to resolve issues, research discrepancies, and provide timely solutions. They will utilize operational systems to process transactions efficiently and meet established service level agreements. The role will also contribute to process improvements and assist with special projects as needed.

The summer associate position is a temporary role.

**Start Date:** Monday, June 1, 2026

**End Date:** Friday, August 7, 2026

**Work Schedule:** Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

+ Analyze operational workflows

+ Assist with Process documentation

+ Support Data Quality and Reconciliation of new business

+ Attend project & strategy meetings with operational leaders and team

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Exposure to financial services operations

+ Hands on experience with industry tools

+ Development of analytical,communicationand projectmanagement.

Skill in

+ Accuracy

+ Problem Solving

+ Documentation

Ability to

+ Work Independently

+ Work closely with other associates and collaborate

+ Adaptability & learning Agility

Educational/** **Previous** **Experience Requirements

+ Freshmanor Sophomorestanding(December 2027-May 2029graduates) pursuing a bachelor’s degree in business, finance, or related field.

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

+ Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

+ Nonerequired.

Location

+ Hybridposition– St. Petersburg, FL

+ No travelrequired.