2023 Summer Internship Development Program - GWS Intern (Saint Petersburg, FL)
Job Summary:
Raymond James Global Wealth Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers comprehensive solutions within every wealth demographic via Investment Strategy, Wealth Planning, Investment Solutions, Insurance Solutions, Capital Markets, Institutional Fiduciary Solutions, and Private Institutional Clients (PIC) to more than 8,000 Financial Advisors. This internship will be supporting one of the various business units in GWS based off the needs of the organization ranging from Alternative Investments, Structured Investments, Wealth Planning, PIC, Mutual Funds, and more.
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.
- Supporting the assigned business unit.
- Operates standard office equipment and uses required software applications.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Knowledge of
- Fundamental concepts, practices and procedures of a professional office environment.
- Financial markets and products.
- Basic concepts, principles and practices of an assigned business unit.
Skill in:
- Problem solving and time management.
- Communicating effectively, both orally and in writing.
- Microsoft excel.
- 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.
- Demonstrate uncompromising adherence to ethical principles.
- Assume full responsibility and accountability for own actions.
- Establish and maintain effective working relationships.
Educational/Previous Experience Requirements:
- Currently enrolled in an accredited undergraduate or graduate degree program.
- ~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
None Required.