Settlements Analyst

Janney Montgomery Scott LLC•Philadelphia, PA

About The Position

Janney is an award-winning full-service financial services firm committed to understanding clients’ needs and providing advice beyond investments. The firm is committed to building a diverse workforce and inclusive culture where employees can thrive and grow professionally. The Settlements Analyst will develop strong knowledge of settlements and provide detail-oriented, exceptional service to Janney financial professionals in its branches. Alongside daily responsibilities, the analyst may run small projects and identify and implement process improvements. The role involves supporting branches, researching and analyzing data, performing reconciliations, coordinating with internal and external contacts, and improving workflows and client experience.

Requirements

Bachelor’s degree or equivalent experience in operations or the financial industry.
Ability to prioritize and execute duties quickly and accurately within tight timeframes.
High degree of accuracy and attention to detail.
Proficiency in Microsoft Word, Excel, and PowerPoint.
Strong written and oral communication skills.
Strong initiative and time-management skills.
Ability to work well in a fast-paced environment and meet critical deadlines.
Effective team player who works well under pressure and interacts appropriately with others.

Nice To Haves

One to two years of related experience in settlement operations.
Knowledge or experience using SQL or RPA.

Responsibilities

Provide exceptional support to Janney branches.
Research and analyze data.
Perform reconciliation functions.
Correspond with Financial Advisors, internal contacts, and outside vendors.
Collaborate with other operations teams to solve issues.
Work with teammates to balance workload.
Draft and maintain policies and procedures as needed.
Lead and participate in small projects within and outside the team.
Design, test, and implement system enhancements to improve workflow and overall client experience.