Settlements Analyst: Process Improvement & Client Support

Janney; Philadelphia (Philadelphia County); Presencial; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Parental Leave

generous Paid Time Off

eligibility for a $2,000 referralbonus

Employee Ownership

Professional Development Assistance

Descripción de la vacante

Janney is seeking a Settlements Analyst in Philadelphia to deliver precise settlements support to financial professionals. The role requires balancing multiple tasks with strong customer service, while identifying process improvements and leading small projects to enhance workflow and client experience.

The ideal candidate will transition between tasks with accuracy, maintain documentation, and collaborate across operations teams to resolve issues and ensure timely reconciliation and reporting.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Prioritization

Attention to detail

Written and verbal communication

Time management

Team player

Fast-paced environment

Balance workload

Educación

Bachelor's Degree or equivalent in operations/financial industry

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

Janney is seeking a Settlements Analyst in Philadelphia to deliver precise settlements support to financial professionals. The role requires balancing multiple tasks with strong customer service, while identifying process improvements and leading small projects to enhance workflow and client experience.

The ideal candidate will transition between tasks with accuracy, maintain documentation, and collaborate across operations teams to resolve issues and ensure timely reconciliation and reporting.