Advisory Accounts Coordinator

Janney; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a detail-oriented operations professional to support the Wealth Management team in Philadelphia. The role involves handling account openings, maintenance, and terminations, plus responding to internal inquiries and managing fee billing and invoices.

The position is hybrid, requiring about three days per week in-office. Candidates should have a Bachelor's degree and at least 2 years of related Wealth Management experience, with strong Microsoft Office and

Qualifications

• Bachelor's degree or equivalent experience in operations/financial industry.
• 2 years related experience in Wealth Management and investment knowledge preferred.
• Advanced experience with Microsoft Office Applications.
• Familiarity with common Wealth Management systems.
• Excellent client service and strong written and verbal communication skills.

Responsibilities

• Process requests related to account opening, maintenance, and termination of 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 and write business requirements as needed.
• Provide user support to branch offices on Janney’s applications and workflow tools.
• Proactively recommend innovations to improve processes, systems, and procedures.
• Perform audits and controls to ensure delivery of required documents and disclosures to advisory clients.

Skills

Microsoft Office

Wealth management systems

Client service

Time management

Communication

Education

Bachelor's degree

Tools

CRM systems

Job description

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America

Job Description

Posted Wednesday, June 17, 2026 at 4:00 AM

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 firm’s Wealth Management area.

What you are good at:

• Communication–Providing 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 & Driven–Thorough 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 Focus–Demonstrating 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 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.

Required Experience:

• Bachelor’s Degree or equivalent experience in operations/financial industry.
• 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 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. 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.

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.

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America