Executive Assistant

Janney Montgomery Scott LLC•Philadelphia, PA

27d

About The Position

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. The Executive Assistant provides high-level administrative and operational support to the President of Private Client Group and the Chief Operating Officer, both members of the Firm’s Executive Leadership Team (ELT). The role requires strong organizational skills, sound judgment, and the ability to manage multiple priorities in support of senior leadership. The Executive Assistant serves as a trusted partner to both executives, supporting the efficient and professional operation of their offices. The successful candidate will interact regularly with senior leadership and internal and external stakeholders and must demonstrate professionalism, discretion, and reliability. This position works closely with business partners across Wealth Management, Marketing & Corporate Communications, Legal & Compliance, Finance, and Human Resources. The role requires advanced proficiency in Microsoft Office, strong communication skills, attention to detail, and a proactive approach to problem-solving. What you are good at: Communication – Clear and effective communication with internal and external Janney stakeholders demonstrating follow through and timely responsiveness. Proactive and Detail oriented – managing multiple calendars, meetings, and travel schedules using strong organizational and time-management skills to prioritize tasks in a fast-paced environment. Building Relationships –Connecting with others in a professional manner that fosters trust and creates collaborative relationships with senior executives, colleagues, and external partners.

Requirements

Formal administrative training or equivalent professional experience required; experience in the financial services industry is preferred.
Minimum of 5+ years of executive or senior-level administrative experience, preferably supporting multiple senior leaders.
Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Strong organizational and time-management skills with the ability to prioritize effectively in a fast-paced environment.
Demonstrated ability to work independently and exercise good judgment.
Excellent written and verbal communication skills.
Professional demeanor with the ability to interact effectively with senior executives, colleagues, and external partners.
High attention to detail and strong follow-through.
Self-motivated, reliable, and accountable, with a strong sense of responsibility to the business.
Team-oriented with the ability to work collaboratively across departments.
Ability to work under pressure while maintaining professionalism.
High standards of integrity.

Responsibilities

Provide dedicated administrative support to the President of Private Client Group and Chief Operating Officer, effectively managing competing priorities.
Manage complex calendars and scheduling to support the efficient use of executive time.
Coordinate meetings and ELT-related initiatives, including preparation and distribution of materials, agendas, and follow-up items, as appropriate.
Serve as a point of contact for the executives in interactions with internal partners, clients, and external stakeholders.
Prepare, edit, and maintain executive-level correspondence, presentations, spreadsheets, reports, and databases with a high degree of accuracy.
Coordinate domestic and international travel arrangements, including itineraries and expense reporting, in accordance with firm policies.
Liaise with other departments to support executive priorities and initiatives.
Generate and maintain ad hoc and recurring reports to support budgeting, business planning, and compliance supervision processes.
Assist with special projects and firm-wide initiatives by coordinating logistics, tracking deliverables, and supporting follow-through.
Provide general administrative support as needed, including phone coverage, supply ordering, mail distribution, filing, and related tasks.
Handle sensitive information with professionalism and appropriate judgment.
Perform other duties as assigned.