Senior Operations Supervisor Dividends

OSTTRA Group; Philadelphia (Philadelphia County); Hybrid; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Paid Parental Leave

Paid Time Off

Referral bonus: $2,000

Professional Development Assistance

Zusammenfassung

Janney is seeking a Senior Operations Supervisor – Dividends in Philadelphia. This role leads the dividends team, ensuring accurate corporate actions processing, timely notifications, and daily reconciliations. You will train staff, supervise workflow, and partner with management on strategic goals.

Three days a week in the Philadelphia office are required. The candidate should have 5–7 years in the industry, a bachelor’s degree or equivalent, and Series 7/99 to be obtained within 90 days.

Qualifikationen

• Bachelor’s degree or equivalent experience.
• 5-7 years’ related industry experience.
• Series 7 or Series 99 required within 90 days of start date.
• Strong project management skills evidenced by successful implementations.
• Excellent time management and organizational abilities; able to manage multiple tasks and meet deadlines.
• Ability to work independently and perform under pressure in a fast-paced environment.
• Advanced proficiency with Microsoft Office applications.

Aufgaben

• Review accurate and timely processing of all Corporate Actions cash and stock proceeds on payable date.
• Oversee timely notification of upcoming Voluntary Corporate Actions.
• Oversee department daily reconciliations of accounts.
• Organize Operations Associates to achieve service goals; provide work direction and coordinate workflow.
• Train new associates on policies and procedures; facilitate open dialogue.
• Assist in hiring, staffing, promotions, and other job-status decisions.

Kenntnisse

Project management

Time management

Independent work

MS Office

Leadership

Staff motivation

Ausbildung

Bachelor’s degree or equivalent experience

Series 7/99 certification

Jobbeschreibung

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.

Senior Operations Supervisor-Dividends

The Senior Operations Supervisor – Dividends is responsible for organizing the team and ensuring tasks are performed in a timely and efficient manner. This position may set performance standards for tasks, jobs, and roles for associates on his or her team. The Senior Operations Supervisor – Dividends is responsible for training for both new and existing associates; is the first point of escalation on issues and is responsible for troubleshooting and escalating to management accordingly. This position will work closely with department managers to ensure high service levels and productivity standards.

Responsibilities

• Review of accurate and timely processing of all Corporate Actions cash and stock proceeds on payable date.
• Supervision of accurate and timely field notification of upcoming Voluntary Corporate Actions.
• Oversight of departmental account daily reconciliations.
• Organize the Operations Associates to achieve service goals/objectives. Specific supervisory tasks include but are not limited to:
  • Provide work direction to associates and coordinate workflow within the team.
  • Train new associates on Janney and policies and procedures and facilitate and support an open dialogue among the team.
  • Assign and monitor work completed by the team.
• Provide recommendations on hiring, terminations, staffing, promotions, or other job status decisions.
• Review PTO requests submitted by other employees on the team and approve or deny based on team coverage.
• Review associates’ timesheets for accuracy and approve or adjust accordingly.
• Collaborate with management on strategic and operational decision-making related to Operations Department including the development of short- and long-term goals to improve overall service to clients.
• Proactively recommend innovations and modifications in line with industry requirements and corporate goals/objectives to improve operational processes, systems, policies, and procedures.
• Organize/execute department projects on time and within budget that includes writing business requirements.
• Perform a variety of management and administrative duties that contribute to the overall efficiency, effectiveness, and positive reputation of the Department.
• Act as a subject matter expert on behalf of the department.
• Make operational decisions on behalf of the team in absence of the department manager.

Qualifications

• Bachelor’s degree or equivalent experience
• At least 5-7 years’ related industry related experience
• Series 99 or Series 7 [must be obtained within 90 days of start date]
• Effective project management skills as evidenced by successful project implementations.
• Superior time management and organizational skills. Ability to manage multiple tasks, prioritize work and meet tight deadlines.
• Ability to work independently, creatively, and perform at a high level in a fast-paced, high-pressure environment.
• Advanced expertise using Microsoft Office Applications.
• Familiarity with DTCC, JP Morgan, BNYM, Thomson Beta a plus
• Effective oral, written and interpersonal skills.
• Capable of demonstrating and achieving Janney’s core values of delivering with integrity, being results driven, keeping people at the center, exceeding expectations and meeting the standards required of managers.
• Previous demonstrated leadership experience
• Ability to motivate staff

This is a hybrid position requiring three days a week in our Philadelphia, PA 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.