Provide exceptional support to Janney branches * Research and analyzing data * Perform reconciliation functions * Correspond with Financial Advisors, internal contacts, and outside vendors
Janney
60 Janney Jobs Hiring Near You
Provide exceptional support to Janney branches * Research and analyzing data * Perform reconciliation functions * Correspond with Financial Advisors, internal contacts, and outside vendors
$13.50 - $18.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$13.50 - $18.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$11.50 - $16/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$11.50 - $16/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Assistant Complex Manager
Montgomery, NY · Hybrid
$200K/yr
This individual will work closely with the Complex Director to build and maintain relationships with Janney Financial Advisors, understand and communicate all aspects of Janney's platform to ...
Assistant Complex Manager
Montgomery, NY · Hybrid
$200K/yr
This individual will work closely with the Complex Director to build and maintain relationships with Janney Financial Advisors, understand and communicate all aspects of Janney's platform to ...
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 ...
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 ...
Private Client Associate - Royersford, PA
$14.50 - $19.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Private Client Associate - Royersford, PA
$14.50 - $19.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...
As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships ...
$13.50 - $18.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$13.50 - $18.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$13.75 - $19/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$13.75 - $19/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Private Client Associate - Royersford, PA
$14.50 - $19.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
Private Client Associate - Royersford, PA
$14.50 - $19.75/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$11.50 - $16/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$11.50 - $16/hr
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...
$19 - $24.50/hr
Respond to service inquiries from Janney financial advisors, money managers, and firm management. * Process fee billing, adjustments, rebates, and manager invoices. * Organize/execute department ...
$19 - $24.50/hr
Respond to service inquiries from Janney financial advisors, money managers, and firm management. * Process fee billing, adjustments, rebates, and manager invoices. * Organize/execute department ...
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 ...
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 ...
Private Client Associate - Royersford, PA
Royersford, PA · On-site
$14.50 - $19.75/hr
Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally ...
Private Client Associate - Royersford, PA
Royersford, PA · On-site
$14.50 - $19.75/hr
Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally ...
Assistant Complex Manager
Montgomery, NY · Hybrid
$200K/yr
This individual will work closely with the Complex Director to build and maintain relationships with Janney Financial Advisors, understand and communicate all aspects of Janney's platform to ...
Assistant Complex Manager
Montgomery, NY · Hybrid
$200K/yr
This individual will work closely with the Complex Director to build and maintain relationships with Janney Financial Advisors, understand and communicate all aspects of Janney's platform to ...
Janney is hiring a Chief Architect to lead Enterprise Architecture for the firm - and to lead something newer and just as important: our push into applied AI and automation. You'll set the technical ...
New
Janney is hiring a Chief Architect to lead Enterprise Architecture for the firm - and to lead something newer and just as important: our push into applied AI and automation. You'll set the technical ...
New
The Financial Planning Platform & Product Manager is responsible for the strategic vision, evolution, and business ownership of Janney Montgomery Scott's financial planning technology. This role ...
The Financial Planning Platform & Product Manager is responsible for the strategic vision, evolution, and business ownership of Janney Montgomery Scott's financial planning technology. This role ...
Private Client Associate - Mystic, CT
Mystic, CT · On-site
$14.25 - $19.75/hr
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 ...
Private Client Associate - Mystic, CT
Mystic, CT · On-site
$14.25 - $19.75/hr
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 ...
Janney is hiring a Chief Architect to lead Enterprise Architecture for the firm - and to lead something newer and just as important: our push into applied AI and automation. You'll set the technical ...
New
Janney is hiring a Chief Architect to lead Enterprise Architecture for the firm - and to lead something newer and just as important: our push into applied AI and automation. You'll set the technical ...
New
Business Development Representative
Jacksonville, FL · On-site
$46K/yr
Janney Roofing is seeking driven individuals to join our Jacksonville, FL team as full-time Business Development Representatives . This is your chance to step into a role where your personality ...
Business Development Representative
Jacksonville, FL · On-site
$46K/yr
Janney Roofing is seeking driven individuals to join our Jacksonville, FL team as full-time Business Development Representatives . This is your chance to step into a role where your personality ...
Janney Jobs Information
Full-time
PTO
Posted 22 days ago
Job description
The Settlements Analyst position offers the opportunity to become highly knowledgeable in the area of Settlements. A strong candidate will transition seamlessly between tasks that require a keen eye for detail and provide exceptional client service to Janney’s financial professionals in the branch. In addition to their core daily responsibilities, the ideal candidate would be able to run small projects, identify and implement process improvements.
Responsiblities:Â
- Provide exceptional support to Janney branches
- Research and analyzing data
- Perform reconciliation functions
- Correspond with Financial Advisors, internal contacts, and outside vendors
- Collaborate effectively with other operations teams to solve issues
- Work closely with teammates to balance workload
- Draft and maintain policies and procedures as needed
- Lead and join small projects both within and outside the team
- Design, test, and implement system enhancements to improve workflow and overall client
experience
 Required Skills:
- Ability to prioritize and execute duties quickly and accurately within tight timeframes
- High degree of accuracy and attention to detail
- Proficient in Microsoft Word, Excel, and Powerpoint
- Strong written and oral communication skills
- Strong initiative and time management skills
- Ability to work well in a fast paced environment and meet critical deadlines
- An effective team player who works well under pressure and interacts appropriately with others
Â
Required Experience:Â
- Bachelor’s Degree or equivalent experience in operations/financial industry
- 1-2 years of related experience in Settlement Operations a plus
- Knowledge/Experience using SQL or RPA a plus
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 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, Employee Ownership, 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. Explore further.
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. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.