About this role
Advisory Accounts Coordinator at Janney. Location: Philadelphia, Pennsylvania, United States. Role: processing accounts, responding inquiries, performing audits Requirements: Bachelor's degree or equivalent experience; 2 years related wealth management or operations experience preferred; Series 7 a plus; advanced Microsoft Office skills; strong communication and client service abilities. Category: Business Operations Seniority: Entry Level Tools: Microsoft Office Certifications: series 7 Commitment: Full Time Workplace: Hybrid Languages: English