Branch Operations Specialist

2 weeks ago

Jenkintown, Pennsylvania, United States Oppenheimer & Co. Full time
Who We Are:

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description:

The firm is seeking a Branch Operations Specialist to join their branch office in Jenkintown, New Jersey. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Operations Manager.

Responsibilities:
  • Assist in maintaining the day to day operations to ensure operational excellence
  • Support client onboarding process
  • Maintain and process documents
  • Assist with audit preparations
  • Communicate effectively and efficiently with home office personnel
  • Interact and support branch staff and all levels of management
  • Interact on routine/sensitive matters
  • Ensure that all documents are sent to home office in a timely manner
  • Cross training within other positions in the Operations area
  • Willing and able to take on additional tasks
  • Assist Branch Control Officers with syndicate process
Qualifications
  • FINRA Registration: Series 99 or 7 and 63 required (Within 6 months of hire)
  • 2+ years of experience in financial services
  • Brokerage operations experience
  • Strong attention to detail and accuracy
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills

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