Janney Montgomery Scott LLC ยท 19 hours ago
Executive Assistant
Philadelphia, PA
Full-time
Onsite
Senior Level
5+ years expJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Executive Assistant provides high-level administrative and operational support to senior executives, ensuring efficient office operations and effective communication with stakeholders.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Provide dedicated administrative support to the President of Private Client Group and Chief Operating Officer, effectively managing competing priorities
Manage complex calendars and scheduling to support the efficient use of executive time
Coordinate meetings and ELT-related initiatives, including preparation and distribution of materials, agendas, and follow-up items, as appropriate
Serve as a point of contact for the executives in interactions with internal partners, clients, and external stakeholders
Prepare, edit, and maintain executive-level correspondence, presentations, spreadsheets, reports, and databases with a high degree of accuracy
Coordinate domestic and international travel arrangements, including itineraries and expense reporting, in accordance with firm policies
Liaise with other departments to support executive priorities and initiatives
Generate and maintain ad hoc and recurring reports to support budgeting, business planning, and compliance supervision processes
Assist with special projects and firm-wide initiatives by coordinating logistics, tracking deliverables, and supporting follow-through
Provide general administrative support as needed, including phone coverage, supply ordering, mail distribution, filing, and related tasks
Handle sensitive information with professionalism and appropriate judgment
Perform other duties as assigned
Qualification
Required
Formal administrative training or equivalent professional experience required
Minimum of 5+ years of executive or senior-level administrative experience, preferably supporting multiple senior leaders
Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
Strong organizational and time-management skills with the ability to prioritize effectively in a fast-paced environment
Demonstrated ability to work independently and exercise good judgment
Excellent written and verbal communication skills
Professional demeanor with the ability to interact effectively with senior executives, colleagues, and external partners
High attention to detail and strong follow-through
Self-motivated, reliable, and accountable, with a strong sense of responsibility to the business
Team-oriented with the ability to work collaboratively across departments
Ability to work under pressure while maintaining professionalism
High standards of integrity
Preferred
Experience in the financial services industry
Benefits
Paid Parental 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 firm dedicated to putting client needs first.
1001-5000 employees
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