Settlements Analyst

Janney•Philadelphia, PA

6d•Onsite

About The Position

The Settlements Analyst position offers the opportunity to become highly knowledgeable in the area of Settlements. A strong candidate will transition seamlessly between tasks that require a keen eye for detail and provide exceptional client service to Janney’s financial professionals in the branch. In addition to their core daily responsibilities, the ideal candidate would be able to run small projects, identify and implement process improvements.

Requirements

Ability to prioritize and execute duties quickly and accurately within tight timeframes
High degree of accuracy and attention to detail
Proficient 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
An effective team player who works well under pressure and interacts appropriately with others

Nice To Haves

Bachelor’s Degree or equivalent experience in operations/financial industry
1-2 years of related experience in Settlement Operations a plus
Knowledge/Experience using SQL or RPA a plus

Responsibilities

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