Operations Intern

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #824
Friday, October 1, 2021
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.

Here at Janney, we live our values. We deliver, with integrity, financial services to our clients to help them meet their investment, retirement and business goals. Our professional, respectful and team-oriented culture helps us to keep people at the center which has allowed us to exceed the expectations of our clients for over 185 years. This is who we are, this is what we do as we strive to be the highest standard of success in financial relationships.

 

Janney’s Corporate Internship Program is a 10-week paid opportunity beginning June 6 – August 12, 2022 for students entering their senior year of undergraduate study who are on track to graduate in Spring 2023.   

 

Interns in Janney’s Operations department will have an opportunity to learn, be exposed to and perform different operational functions to support our clients.  Working closely with Operations Managers and Associates, the intern will handle a wide variety of assignments and help solve client related issues through collaboration with colleagues in Operations and our Branches. 

 

Major Responsibilities:

  • Assisting with new account openings and reviewing ancillary forms for completeness and accuracy
  • Handling asset movements and disbursements
  • Updating client information
  • Performing principal and income allocations
  • Processing corporate actions
  • Assisting with tax lot accounting updates
  • Participating in assigned projects as needed

 

Program Eligibility Requirements:

  • Ability to work full-time (37.5 hours/week) during the internship

 

Recruitment Timeline:

  • Application deadline is 10/31/21.   

 

Required Skills:

  • Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).  Ability to quickly learn and use internal proprietary systems.
  • Strong mathematical and analytical skills
  • Ability to participate in process and system optimization
  • Strong commitment to outstanding client service
  • Self-starter with a high level of initiative and motivation
  • Ability to work in a self-directed manner in a project or deadline-driven environment
  • Superior interpersonal skills with the ability to establish and maintain relationships at all organizational levels
  • Ability to collaborate effectively and be a contributing member of the team
  • Demonstrate a strong desire to learn and quickly grasp concepts and information to apply to work assignments
  • Ability to prioritize and manage multiple projects and initiatives while maintaining a strong sense of urgency
  • Strong attention to detail and problem-solving skills
  • Demonstrated leadership and/or participation in extracurricular activities
  • Excellent verbal and written communication skills
  • Desire for a career in the financial services industry

 

Required Experience:

  • Currently enrolled in a 4-year accredited college/university and actively pursuing a Bachelor’s Degree
  • Must be a rising Senior (graduating in Spring 2023)
  • Finance, Economics, Accounting or other business-related majors preferred
  • Cumulative GPA of 3.0 or higher preferred

 

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.

Other details

  • Pay Type Hourly
Location on Google Maps
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America