Job description
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.POSITION SUMMARY:
The individual selected for this role will provide professional level support to all branches regarding dividend and corporate actions. Candidate will work closely with all Operations Teams to ensure timely and accurate postings of proceeds, timely and accurate delivery of time-sensitive information and will act on instructions from the field for all client accounts.
RESPONSIBILITIES:
- Accurate and timely processing of all cash and stock proceeds on payable date
- Accurate and timely notification to the field of upcoming Corporate Actions
- Ability to prioritize and execute duties quickly and accurately within tight timeframes
- Reconciliation of departmental suspense accounts on a daily basis
- Continuous monitoring of all daily functions with a vision for process improvement
- Provide excellent customer service to all clients (internal and external)
- Competently use Word, Excel, PowerPoint, Outlook and other applications to complete necessary operational duties
- Interface effectively with Operations and Management Teams, Operations Departments, and all other areas of the firm
- Update policies and procedures as necessary and draft new policies and procedures as needed
- Assist with projects and operations initiatives
- Perform other duties as assigned and assist others when necessary
- High degree of accuracy and attention to detail
- Strong initiative and time management skills
- Ability to efficiently multi-task and meet critical deadlines
- An effective team player that works well in an agile environment and interacts appropriately with others
- Strong written and oral communication skills
- Proficient in Microsoft Word, Excel, PowerPoint and Outlook
- Experience using Thomson Beta, BRIO and Metaviewer a plus
- Familiarity with DTCC, JP Morgan, BONY a plus
- Bachelor’s Degree or equivalent experience
- At least 1 year of related industry experience, preferably with Corporate Actions
- Securities Industry Essentials (SIE) and Series 99 licenses required (or must be obtained within six months of hire)
- Series 7 a plus (must be obtained within 1 year of hire)
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 Paternal 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. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.
Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
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