Advisory Accounts Coordinator

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.

Requirements

• 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.

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.
• Prioritize multiple tasks and establish priorities.
• Work successfully under pressure and meet deadlines in a fast-paced environment.
• Strong attention to detail.
• High ethical standards.

Benefits

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s 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 $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.

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