Dividend Reorg Specialist — Hybrid Philadelphia

Janney; Philadelphia (Philadelphia County); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Professional Development Assistance

Job summary

Janney is seeking a Dividend Reorg Associate to provide professional level support for dividend and corporate actions across branches. You will work with Operations to ensure timely postings of proceeds and accurate dissemination of time-sensitive information, taking direction from the field for client accounts.

Responsibilities include processing cash and stock proceeds, notifying the field of upcoming corporate actions, and maintaining daily reconciliations with a focus on process improvement.

Qualifications

• Bachelor’s degree in business/finance or a related discipline strongly preferred.
• At least 1 year of financial industry experience, preferably with corporate actions.
• FINRA Series 99 and Securities Industry Essentials [SIE] required [must be obtained within 6 months of hire].
• High degree of accuracy and attention to detail.
• Strong initiative and time management skills.
• Ability to efficiently multi-task and meet critical deadlines.
• An effective team player that works well in an agile environment and interacts appropriately with others.
• Strong written and oral communication skills.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
• Experience using Thomson Beta, BRIO and MetaViewer aplus.
• Familiarity with DTCC, JP Morgan, BONY aplus.

Responsibilities

• Accurate and timely processing of all cash and stock proceeds on payable date.
• Accurate and timely notification to the field of upcoming Corporate Actions.
• Ability to prioritize and execute duties quickly and accurately within tight timeframes.
• Reconciliation of departmental suspense accounts on a daily basis.
• Continuous monitoring of all daily functions with a vision for process improvement.
• Provide excellent customer service to all clients (internal and external).
• Competently use Word, Excel, PowerPoint, Outlook and other applications to complete necessary operational duties.
• Interface effectively with Operations and Management Teams, Operations Departments, and all other areas of the firm.
• Update policies and procedures as necessary and draft new policies and procedures as needed.
• Assist with projects and operations initiatives.
• Perform other duties as assigned and assist others when necessary.

Skills

Attention to detail

Effective communication

Organizational skills

Client focus

Time management

Problem solving

Team player

Education

Bachelor's degree in business/finance

Tools

MS Word

MS Excel

PowerPoint

Outlook

Thomson Beta

BRIO

MetaViewer

DTCC familiarity

JP Morgan familiarity

BONY familiarity

Job description

Janney is seeking a Dividend Reorg Associate to provide professional level support for dividend and corporate actions across branches. You will work with Operations to ensure timely postings of proceeds and accurate dissemination of time-sensitive information, taking direction from the field for client accounts.

Responsibilities include processing cash and stock proceeds, notifying the field of upcoming corporate actions, and maintaining daily reconciliations with a focus on process improvement.