IRA Small Plans Associate
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. This position offers the opportunity to learn how to effectively lead projects and develop stronger interpersonal skills, as well as becoming highly knowledgeable around IRAs. A strong candidate will have a genuine desire to help others and be willing to provide customer service to Janney’s Financial Advisors and staff in the field. In addition to core daily responsibilities, an ideal candidate would also be able to run small projects, identify and implement process improvements, and have experience or interest in forms and/or process design.
Requirements
- College degree preferred or equivalent experience.
- Demonstrated success with customer service.
- Demonstrated success working on a team.
- Strong eye for detail.
- Proficiency in Microsoft Office, especially Excel.
- Ability to multi-task in a fast-paced environment and meet deadlines.
- Strong communication skills.
- Ability to work effectively during high-volume times of the year.
- Willingness to obtain FINRA Series 99 or Series 7 licenses.
- Sense of ownership and accountability.
Nice To Haves
- Experience with form design, or Adobe LiveCycle preferred.
- At least two years supporting IRAs and/or Qualified Retirement Plans a plus.
Responsibilities
- Educate staff in field offices on retirement products over the phone.
- Review retirement transactions for accuracy.
- Conduct user testing for internal systems.
- Work closely with teammates to share workload.
- Review exception reports for adjustments or corrections.
- Process advanced retirement transactions.
- Settle deceased accounts and process payments to beneficiaries.
- Collaborate effectively with other Operations teams to solve problems.
- Lead and/or participate in small projects both within and outside of the team.
- Perform all other duties assigned by the manager.
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
