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 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 client
experience
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.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
Skills Required
- Bachelor's degree or equivalent experience in operations or the financial industry
- Ability to prioritize and execute duties quickly and accurately within tight timeframes
- High degree of accuracy and attention to detail
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Strong written and oral communication skills
- Strong initiative and time management skills
- Ability to work in a fast-paced environment and meet critical deadlines
- Ability to work effectively as a team player under pressure
- One to two years of related settlement operations experience
- Knowledge or experience using SQL or RPA
Janney Montgomery Scott LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Janney Montgomery Scott LLC and has not been reviewed or approved by Janney Montgomery Scott LLC.
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Retirement Support — A 401(k) with company match plus profit sharing is part of the package, with indications of a match improvement in 2026. Profit sharing is highlighted as a meaningful component of total rewards for eligible employees.
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Equity Value & Accessibility — An employee ownership program is available to eligible employees and has been emphasized following the change in ownership. Broad‑based equity plans are positioned as a potential long‑term value add.
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Parental & Family Support — Paid parental leave for primary and secondary caregivers, along with adoption and fertility assistance, signals robust family support. Additional resources such as pregnancy/postpartum and midlife support extend the coverage.
Janney Montgomery Scott LLC Insights
What We Do
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing the best in financial and investment advice to help our clients toward their personal or business goals. We focus on building strong client relationships, supported by a foundation of trust and performance. Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Janney is dedicated to providing financial industry professionals the opportunity to achieve their personal best. We foster a professional, respectful and team-oriented environment where employees can use their talents to thrive and grow with the firm. Our culture rewards both individual and team success and is the driving force behind our strong, long-lasting client relationships.
