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Job Summary

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes.

The branch seasonal associate position is a temporary role.

Essential Duties and 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 complete assigned training modules on financial principles and branch technology.

+ Collaborate with branch associates on administrative and client service activities.

+ Conduct research or prepare basic materials to support advisor presentations and client meetings.

+ Performs other duties and responsibilities as assigned.

Knowledge of

+ Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint).

+ General knowledge of business or finance concepts.

+ Familiarity with professional communication standards.

Skill in

+ Strong verbal and written communication skills.

+ Organizational and time management abilities.

Ability to

+ Learn new systems and processes quickly.

+ Work independently and as part of a team.

+ Manage multiple tasks effectively in a professional setting.

+ Adapt to changing priorities and branch needs.

+ Maintain confidentiality and professionalism.