About Janney

Careers at Janney

Private Client Assistant, Bryn Mawr Branch

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COMPANY SUMMARY
Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors.
A full-service, financial services firm, Janney is committed to providing our individual client’s advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals.

Janney is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, the seventh largest mutual insurance company in the nation based on capital, and is a member of the New York Stock Exchange, Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.

POSITION SUMMARY
This individual will provide administrative, client, and marketing support to one or more Financial Consultants (FCs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FC or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Assist FCs in the ongoing development and maintenance of effective client relationships.
• Be knowledgeable of products and technologies and comply with all rules and regulations of the firm. Anticipate potential issues and or problems and alert respective FC and/or Branch Management as necessary.
• Be knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FC and client inquiries.
• Compose effective client correspondence in accordance with established policies and procedures.
• Assist FCs in organizing and implementing productivity based campaigns.
• Interface effectively with the home office and branch associates operations.
• Follow up on time-sensitive support issues with all home office departments.
• Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
• May also perform some operations responsibilities for the entire branch in a smaller branch office.
• Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FCs.

QUALIFICATIONS AND COMPETENCIES
• Prior office experience preferred but not required
• High School diploma
• Excellent customer service skills
• Computer skills in Word, Excel, PowerPoint and Outlook
• Good math skills (employment test may be required)
• Able to work effectively in a fast paced, deadline oriented environment.
• Strong attention to detail
• Able to work effectively as part of a team
• High ethical standards

Candidates interested in this position should submit their resume and cover letter to the Janney Recruitment Team at Resumes@Janney.com.

Janney Montgomery Scott LLC is an equal opportunity employer

© 2010 Janney Montgomery Scott LLC. All Rights Reserved.

Member: NYSE, FINRA, SIPC