Practice Management Department Coordinator

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 Practice Management Department Coordinator is responsible for the coordination and tracking of department workflows and projects. This individual will provide administrative support to the Director and will ensure that project status and deliverables are gathered, tracked and communicated to team members.  In addition, the Project Coordinator will be responsible for administrative duties, special projects, meeting coordination, and generating/analyzing reports related to the management of the department.

 

 

What you are good at:

• Project Management – Skilled at providing project management support in a highly organized manner. Can understand current process and turn it into a workflow.
• Communication – Exceptional written and verbal communicator;
• Analysis – Strong Attention to detail and proficient at conducting data analysis in Microsoft Excel;
• Building Relationships – Adept at connecting with others in a way that fosters trust and creates collaborative relationships.

Responsibilities:

• Provide project management support by gathering status updates from stakeholders, tracking progress on deliverables, and organizing meetings 
• Oversee workflow of creating and changing team structures for Janney advisors
• Manage the creation and distribution of corporate communications, newsletters, and meeting agendas
• Serve as initial point of contact for department-related tasks
• Utilize Microsoft Excel to assist in the preparation and analysis of regularly scheduled reports related to business operations
• Oversee processes related to a variety of day-to-day administrative and operational functions

What you have:

 

• Bachelor’s Degree preferred or equivalent experience.
• Minimum of three years of project coordination experience in a corporate setting.
• Proficiency with Microsoft Office and Windows.
• Strong written and oral communication skills; ability to communicate effectively with individuals at various levels within the organization.
• Attention to detail and strong analytical, organizational and problem-solving skills.
• Must be able to work a hybrid schedule – approximately three days per week in the office.

 

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 Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus 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. Attracting, hiring, and retaining diverse talent is a priority for the firm.   We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 

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.

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