Advisory Accounts Coordinator Philadelphia, PA

Janney is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The individual selected for this role is responsible for supporting the operations associated with the firms Wealth Management area.


What you are good at:
CommunicationProviding excellent verbal and written services to clients including prompt accurate and timely attention to detail. Able to compose effective employee correspondence in accordance with established policies and procedures
Detail Oriented & DrivenThorough and rigorous attention to all details; Ability to manage multiple tasks simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is unafraid to get their hands dirty and eager to learn
Initiative- Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist inquirers with information needed; Knowledgeable in accordance with established policies of all firm technology necessary to provide quick responses
Client FocusDemonstrating the ability to build and foster strong relationships through service; Able to follow up on time sensitive issues with all departments


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 Janneys 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.


Required Experience:
Bachelors 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.

Required Skills:
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.




This role will be hybrid the individual will work approximately three days per week in-office.

Why work for us

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees life we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave generous Paid Time Off eligibility for a $2000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore further.



Janney is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.



Fostering a positive workplace experience remains a top priority. Weve earned the Great Place to Work certification which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney this prestigious recognition underscores our commitment to our people and culture.



People are our strongest asset. We recognize that when our team members thrive our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.