Intern
Raymond James
Texas City, Texas
06.2025 - 07.2025
- Provided excellent customer service while addressing client inquiries via phone/email.
- Participated in training sessions to enhance knowledge of financial products and services.
- Supported team members with daily administrative tasks and project coordination.
- Maintained organized digital files and documentation for easy access by staff.
- Maintained accurate records of all activities performed throughout internship period.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Monitored operations and reviewed records and metrics to understand company performance.