Hybrid Wealth Operations 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 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