- Location
- Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America
- Workplace
- Hybrid
- Type
- full-time
- Department
- Operations
- Seniority
- Mid
- Experience
- 2+ years
- Education
- Bachelor
- Industry
- Finance
- Category
- Operations
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Dayforce
Overview
As an Advisory Accounts Coordinator at Janney, you'll support wealth management operations by processing account openings, maintenance, and terminations. Key responsibilities include handling service inquiries, processing fee billing and adjustments, executing department projects, and providing user support on financial applications. The role requires strong attention to detail, excellent communication skills, and familiarity with wealth management systems. This is a hybrid position with approximately three days per week in-office.
Skills
Microsoft OfficeWealth Management Systems
Benefits
Paid Parental LeaveGenerous PTOReferral bonusProfessional Development Assistance
Licenses & Certifications
Series 7
About Janney
Janney is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments.