Branch Operations Assistant - Albany, NY Job at Janney Montgomery Scott LLC
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 Operations Assistant works closely with the Branch Operations Manager or Branch Manager to ensure that all operations functions are promptly and accurately performed at the branch. The Branch Operations Assistant may be the primary liaison with home office departments including Operations, Human Resources, Compliance, Training and Private Client Group (PCG) Administration.
MAJOR RESPONSIBILITIES
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The Operations Assistant works closely with the Branch Operations Manager or Branch Manager to ensure that all operations functions are promptly and accurately performed at the branch. The Branch Operations Assistant may be the primary liaison with home office departments including Operations, Human Resources, Compliance, Training and Private Client Group (PCG) Administration.
MAJOR RESPONSIBILITIES
- Be knowledgeable of and comply with all firm policies and procedures.
- Be knowledgeable of all firm technology.
- Process deposits and disbursements, review for appropriateness and accuracy.
- Prepare and make bank deposits.
- Receive, prioritize and process orders.
- Evaluate margin requirements.
- Process and obtain approvals for legal transfers and stock options.
- Forward securities and supporting documentation to home office.
- Distribute branch mail, faxes, and morning reports.
- Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FAs.
- In a small office may also perform duties of a Private Client Assistant and work with FAs within the branch.
- Assist peers when necessary.
- Assist FAs and Branch Manager in the ongoing development and maintenance of effective client relationships as determined by the Branch Manager.
- High School diploma
- Prior office experience preferred but not required
- Excellent customer service skills
- Computer skills in Word, Excel, PowerPoint and Outlook
- Good math skills
- 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
Please Note :
www.epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.