Settlements Analyst

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.

Responsiblities:

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 clientexperience

Required Skills:

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

Required Experience:

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

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

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. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.