Janney Montgomery Scott LLC · 15 hours ago
PCGA Administrative Coordinator
Philadelphia, PA
Full-time
Hybrid
Mid Level
3+ years expJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The PCGA Administrative Coordinator plays a critical role in supporting day-to-day business through administrative support, summarizing data in Excel, and procedure documentation.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Support business operations through precise administrative activities, ensuring accuracy, consistency, and adherence to established processes
Document highly detailed procedures to promote transparency, repeatability, and continuous improvement
Manage multiple deliverables simultaneously, applying strong time-management and organizational skills to meet deadlines in a dynamic environment
Partner with cross-functional teams to define requirements, validate data, and ensure analytical outputs align with business needs
Combine and summarize data in Excel using functions including VLOOKUPs, pivot tables, and IF statements
Qualification
Required
3+ years' experience in an administrative role
Strong proficiency in Microsoft Office (Outlook, Word, Excel)
Must be able to work a hybrid schedule - three days per week in the office
Preferred
Financial services experience is a plus
Bachelor's degree preferred or equivalent work experience
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
2026-01-16
2025-11-14
Company data provided by crunchbase