Settlements Analyst

Colonial Group; Philadelphia (Philadelphia County); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral Bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney is seeking a detail-oriented operations professional to provide exceptional support to its branches and partners. The role involves researching data, performing reconciliations, and communicating with Financial Advisors and external vendors.

You will collaborate with multiple operations teams, balance workloads with teammates, and help draft or update policies. There are opportunities to lead small projects and design system enhancements to improve workflows and client experience.

Qualifications

• Bachelor’s degree or equivalent experience in operations/financial industry.
• 1–2 years of related experience in Settlement Operations.
• Knowledge/Experience using SQL or RPA a plus.

Responsibilities

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

Skills

Prioritization

Attention to detail

Communication skills

Time management

Team player under pressure

Fast-paced adaptation

Education

Bachelor’s degree in related field

Tools

SQL

RPA

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Responsiblities:

• Provide exceptional support to Janney branches
• Research and analyzing 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

Required Skills:

• 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

Required Experience:

• Bachelor’s Degree or equivalent experience in operations/financial industry
• 1-2 years of related experience in Settlement Operations a plus
• Knowledge/Experience using SQL or RPA a plus

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, Employee Ownership, 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.

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. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.