Dividends Reorg Associate

Janney•Philadelphia, PA

11d•Hybrid

About The Position

The Dividends Reorg Associate provides professional-level support to all branches regarding dividends and corporate actions. The position works closely with Operations teams to ensure timely and accurate posting of proceeds, delivery of time-sensitive information, and execution of instructions from the field for client accounts. This is a hybrid position requiring three days a week in the Philadelphia, Pennsylvania office. Janney describes itself as an award-winning, full-service financial services firm committed to understanding clients’ needs and providing advice beyond investments. It also states its commitment to building a diverse workforce and inclusive culture where employees can thrive and grow professionally.

Requirements

At least one year of financial industry experience; corporate actions experience is preferred.
FINRA Series 99 and Securities Industry Essentials (SIE) are required and must 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.
Ability to work effectively as a team player in an agile environment and interact 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.
Attention to detail and ability to deliver accurate, high-quality work in a deadline-driven environment.
Ability to communicate issues clearly with technical and non-technical stakeholders.
Organizational skills to prioritize workload and meet deadlines in a fast-paced, high-volume environment.
Client focus and understanding of the importance of advisor and client experience in operational interactions.
Ability to manage competing priorities without compromising quality.
Problem-solving skills, initiative, sound judgment, and a continuous-improvement mindset.

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.