Advisory Accounts Coordinator

The individual selected for this role is responsible for supporting the operations associated with the firm’s Wealth Management area. Essential duties and responsibilities include:

• Responsible for accurately processing advisory account support including account opening, maintenance, and terminations.
• Delivery of form ADV to clients.
• Respond to service inquiries from Janney financial advisors, money managers, and firm management.
• Process fee billing, adjustments, rebates, and manger invoices.
• Organize/execute department projects including writing business requirements.
• Key liaison within department providing user support on applications and Wealth Management operating systems.
• Proactively recommend innovations and modifications in line with industry requirements and corporate objectives and goals to improve operational processes, systems, policies and procedures

Required Experience:

• Bachelor’s Degree or equivalent experience in operations/financial industry.
• Series 7 a plus. 
• 2 years related experience in Wealth Management and investment industry knowledge strongly preferred.

Required Skills:

• Ability to work successfully under pressure and meet deadlines in a fast paced environment.

• Motivated self starter with a strong sense of responsibility to the business.
• A strong team player who cooperates and works well with the team.
• Proven skill in managing multiple tasks and in establishing priorities.
• Strong attention to detail.

• Excellent client service skills
• High ethical standards
• Advanced experience using Microsoft Office Applications.
• Familiarity with common Wealth Management systems.