Complex Operations Assistant
Janney Montgomery ScottPhiladelphia, Pennsylvania, United States
Posted April 10, 2026
Full Time
About the Company
Janney Montgomery Scott is a premier wealth‑management firm that serves individuals, families, businesses, and institutions with personalized financial planning, investment management, and capital‑market solutions. Leveraging a team of seasoned professionals, the firm combines deep expertise with an approachable, client‑centric culture to deliver tailored advice that aligns with each client’s goals. Janney’s commitment to accountability, collaboration, and a “highest‑standard” service model sets it apart in the industry. The firm’s membership in the New York Stock Exchange, FINRA, and SIPC underscores its regulatory compliance and market credibility. Together, these attributes enable Janney to build lasting financial relationships that prioritize client success.
Job Description
Janney is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. The Complex Operations Assistant works closely with the Complex Operations Manager to ensure operations functions are promptly and accurately performed within the Complex.
Requirements
- High School diploma
- Prior office experience preferred but not required
- Series 7 and 66 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
- Knowledge of all firm policies and procedures
- Knowledge of all firm technology, and ability to learn and adapt to new solutions
Benefits
- Paid Parental Leave
- Generous Paid Time Off
- Referral bonus
- Professional Development Assistance Plan