Janney Montgomery Scott LLC · 23 hours ago
Annuity Insurance Associate
Philadelphia, PA
Full-time
Hybrid
Entry Level
1+ years expJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Annuity Insurance Associate will be responsible for processing tasks in Annuity Operations, focusing on complex issues, and providing training for both new and existing associates.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Providing exceptional client service
Utilize analytical skills to identify possible process and workflow enhancements
Performing reconciliation functions
Corresponding with Financial Advisors, insurance carriers, and outside vendors
Collaborating effectively with other operations teams to solve issues
Supporting onboarding of new financial advisors
Working closely with teammates to balance workload
Help assist with projects within the team
Designing, testing, and implementing system enhancements to improve workflow and overall client experience
Qualification
Required
Analytical ability – Able to effectively review information and data in order to identify issues and opportunities
Communication – Must be able to effectively communicate verbally and in writing amongst all levels across the firm
Time Management – Working efficiently and planning how to divide your time between different tasks and projects
Building Relationships– Connecting with others in a way that fosters trust and creates collaborative relationships
Providing exceptional client service
Utilize analytical skills to identify possible process and workflow enhancements
Performing reconciliation functions
Corresponding with Financial Advisors, insurance carriers, and outside vendors
Collaborating effectively with other operations teams to solve issues
Supporting onboarding of new financial advisors
Working closely with teammates to balance workload
Help assist with projects within the team
Designing, testing, and implementing system enhancements to improve workflow and overall client experience
High degree of accuracy and attention to detail
Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects
Ability to identify opportunities for improvement
Efficient problem-solving skills with an ability to provide solutions in a pro-active, timely manner
An effective team player
Strong written, verbal, and interpersonal skills
Proficiency with Microsoft Office Applications and ability to quickly learn new systems and platforms when needed
Ability to demonstrate Janney values
Bachelor's Degree or equivalent experience in operations/financial industry
Preferred
At least 1-3 years of related experience in Annuities and Insurance and/or investment industry knowledge strongly preferred
FINRA Series 7 or Series 99 license is a plus
Benefits
Paid Paternal Leave
Generous Paid Time Off
$2,000 referral bonus
Professional Development Assistance Plan
Company
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first.
1001-5000 employees
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)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2024-07-23Acquired
Leadership Team
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
John Ciccarone
Chief Technology Officer
Recent News
2025-11-14
Company data provided by crunchbase