PCGA Process Coordinator

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.

Private Client Group Administration (PCGA) is a team of professionals dedicated to supporting Janney’s Financial Advisors (FAs), Branch Office Managers (BOMs), and support staff. The PCGA Process Coordinator is a dynamic professional, responsible for driving the team’s effectiveness by creating and implementing communications plans; coordinating deliverables across multiple projects and processes; writing detailed procedures; and facilitating cross-functional collaboration.

What you are good at: 

• Project Management: Highly organized with a focus on ensuring the timely completion of deliverables across multiple projects and processes.
• Communication: Exceptional written and verbal communication skills. Adept at writing communications and procedures in a clear and concise manner.
• Cross-Functional Collaboration: Able to facilitate collaboration across teams in a way that fosters trust and builds meaningful partnerships.

Responsibilities:

• Ensure the timely completion of deliverables across multiple projects and processes.
• Maintain documentation on the status of outstanding deliverables and provide ongoing updates to management. Identify deliverables that are at risk of missing deadlines and provide management with recommendations for risk mitigation.
• Craft clear and compelling communications that resonate with the target audience. Understand the audience’s needs and tailor content accordingly.
• Create and implement detailed communications plans, and partner with stakeholders across the organization to manage interdepartmental communications calendar.
• Write detailed procedures on the team’s processes, revise procedures as processes evolve, and provide management with recommendations for process improvements.

• Provide support to key stakeholders by consistently responding in a timely manner to incoming inquiries and requests.

What you have:

• Bachelor’s Degree preferred or equivalent experience.
• Exceptional written and verbal communication skills.
• Strong organizational skills, with the ability to independently oversee deliverables across multiple projects and processes.
• Minimum of three to five years’ experience in a corporate setting with experience in project management and communications.
• Proficiency with Microsoft Office. (Excel experience is a plus.)
• Attention to detail and strong analytical, organizational, and problem-solving skills.
• Must be able to work a hybrid schedule - approximately three days per week in the office.

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 Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus 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. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture.  People are our strongest asset. We recognize that when our team members thrive, our firm is more successful. 

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.