Dividends Reorg Associate

Janney Montgomery Scott LLC•Philadelphia, PA

13d•Hybrid

About The Position

The Dividend Reorg Associate provides professional-level support to all branches regarding dividends and corporate actions. Working closely with Operations teams, the role ensures timely and accurate posting of proceeds, delivers time-sensitive information, and acts on instructions from the field for client accounts. The position also monitors daily functions, supports process improvements, maintains policies and procedures, and assists with operational projects. This is a hybrid position requiring three days a week in Janney’s Philadelphia, Pennsylvania office.

Requirements

At least one year of financial industry experience; corporate actions experience is preferred.
FINRA Series 99 and Securities Industry Essentials (SIE) required, to be obtained within six months of hire.
High degree of accuracy and attention to detail.
Strong initiative and time-management skills.
Ability to multitask efficiently and meet critical deadlines.
Effective team player who works well in an agile environment and interacts appropriately with others.
Strong written and oral communication skills.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Nice To Haves

Bachelor’s degree in business, finance, or a related discipline is strongly preferred.
Experience using Thomson Beta, BRIO, and Metaviewer.
Familiarity with DTCC, JP Morgan, and BONY.

Responsibilities

Process all cash and stock proceeds accurately and on the payable date.
Notify the field accurately and promptly about upcoming corporate actions.
Prioritize and execute duties quickly and accurately within tight timeframes.
Reconcile departmental suspense accounts daily.
Monitor daily functions and identify opportunities for process improvement.
Provide excellent customer service to internal and external clients.
Use Word, Excel, PowerPoint, Outlook, and other applications to complete operational duties.
Interface effectively with Operations and Management teams, Operations departments, and other areas of the firm.
Update existing policies and procedures and draft new ones as needed.
Assist with projects and operations initiatives.
Perform other duties as assigned and assist others when necessary.