Settlements Analyst
: Job Details :

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America

Job Description

Posted Wednesday, January 31, 2024 at 5:00 AM

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advicebeyond 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 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 and identify and implement process improvements.

What you are good at:

• Analytical Ability: Able to effectively review information and data to identify issues and opportunities.
• Communication: Must be able to effectively communicate verbally and in writing amongst all levels across the firm.
• Time Management: Working efficiently and planning how to divide your time between different tasks and projects.
• Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships.

Responsibilities:

• Provide exceptional support to Janney branches.
• Research and analyze 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.

What you have:

• Bachelor's degree and/or equivalent experience in Operations/finance industry.
• 1-2 years of related experience in Settlement Operations a plus.
• Knowledge/Experience using SQL or RPA a plus.
• 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.

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 Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, and a Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.

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. We've 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 dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement, and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

Pay Type: Hourly

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