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Janney Montgomery Scott LLC · 1 day ago

Advisory Accounts Coordinator

Philadelphia, PA

Full-time

Hybrid

Entry Level

2+ years exp

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. The Advisory Accounts Coordinator will support operations in the Wealth Management area, focusing on client account processes and enhancing operational efficiency.

BankingConsultingCrowdfundingFinancial ServicesLegal

Work & Life Balance

H1B Sponsor Likely

Responsibilities

Accurately process requests related to account opening, maintenance, and termination of clients’ advisory accounts

Respond to service inquiries from Janney financial advisors, money managers, and firm management

Process fee billing, adjustments, rebates, and manager invoices

Organize/execute department projects including writing business requirements as needed

Provide user support to branch offices on Janney’s applications and workflow tools

Proactively recommend innovations and modifications in line with industry requirements, corporate objectives and goals to improve operational processes, systems, policies and procedures

Perform audits and controls to ensure delivery of required documents and disclosures to advisory clients

Qualification

Wealth Management experienceMicrosoft Office ApplicationsSeries 7 certificationClient service skillsCommunication skillsTask managementHigh ethical standardsDetail orientedSelf-starterTeam playerWork under pressure

Required

Bachelor's Degree or equivalent experience in operations/financial industry

Series 7 a plus

2 years related experience in Wealth Management and investment industry knowledge strongly preferred

Advanced experience using Microsoft Office Applications

Familiarity with common Wealth Management systems

Excellent client service skills are essential

Strong oral and written communications skills required

Motivated self-starter with a strong sense of responsibility to the business

A strong team player who cooperates and works well with the team

Proven skill in managing multiple tasks and in establishing priorities

Ability to work successfully under pressure and meet deadlines in a fast-paced environment

Strong attention to detail

High ethical standards

Preferred

2 years related experience in Wealth Management and investment industry knowledge strongly preferred

Benefits

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus

Professional Development Assistance Plan

Company

Janney Montgomery Scott LLC

Glassdoor3.8

Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first.

Founded in 1832

Philadelphia, Pennsylvania, USA

1001-5000 employees

http://www.janney.com

H1B Sponsorship

Janney Montgomery Scott LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2022 (1)