Securities Processing Associate

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.

The individual selected for this role will provide professional level support on all Securities Processing and Alternative Investment Product (AIP) transactions within Operations.  Candidate will work closely with all Operations Teams to ensure timely and accurate posting of proceeds, delivery of time-sensitive information and will act on instructions from the branches for all physical security and AIP related communications. 

What you are good at: 

• Analytical ability – Able to effectively review information and data in order to identify issues and opportunities
• Communication – Must be able to effectively communicate verbally and in writing amongst all levels across the firm
• Time Management – Working efficiently and planning how to divide your time between different tasks and projects
• Building Relationships– Connecting with others in a way that fosters trust and creates collaborative relationships

Responsibilities:

• Coordinate Alternative Investment transactions between the field and AIP vendors
• Monitor all AIP paperwork submissions for timely and accurate completion
• Reconcile Alternative Investment positions vs. Custodial systems
• Monitor and ensure all inquiries are responded to professionally and on a timely basis
• Provide excellent client service
• Utilize analytical skills to identify possible process and workflow enhancements
• Provide task-driven and project coordination support to the Department Manager or Project Manager.
• Cross-train with other Senior Associates to provide back-up coverage for critical functions.
• Participating in assigned projects as needed

 What you have:

• Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects. 
• Adaptability – when changes occur, can you adapt and thrive?
• Effective problem- solving skills with an ability to provide solutions in a pro-active, timely manner.
• Ability to identify opportunities for improvement
• Proficiency with Microsoft Office Applications and ability to quickly learn new systems and platforms when needed
• Process improvement orientation. 
• Effective written, verbal, and interpersonal skills.
• Ability to demonstrate Janney values.

This role will be hybrid, the individual will work approximately three days per week in-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. Attracting, hiring, and retaining diverse talent is a priority for the firm.   We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 

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.