Current jobs related to Branch Operations Manager - Jenkintown - Oppenheimer & Co. Inc.

  • Branch Operations Specialist

    4 months ago

    Jenkintown, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho 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,...

  • Branch Operations Specialist

    4 weeks ago

    Jenkintown, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho 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,...

  • Audit Operations Manager

    3 weeks ago

    Jenkintown, Pennsylvania, United States Jobot Full time

    Dynamic consulting firm offering competitive compensation and exceptional work-life balance is in search of a new Audit ManagerThis Jobot Job is hosted by: Tyler ParkAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $120,000 - $165,000 per yearAbout Us:We are a rapidly growing professional services...

  • Member Service Representative II

    4 weeks ago

    Jenkintown, United States TruMark Financial Full time

    TRUMARK FINANCIAL CREDIT UNION JOB DESCRIPTION Job Title: Member Service Representative II Department: Branch Operations - Jenkintown Reports To: Branch Manager FLSA Status: Non- Exempt - S/T 70 Position Summary: The Member Service Representative II effectively educates and uncovers member needs while delivering extraordinary member service to both...

  • Member Service Representative

    3 weeks ago

    Jenkintown, Pennsylvania, United States TruMark Financial Full time

    Job Title:Member Service Representative - Part TimeJob Summary:TruMark Financial is seeking a highly motivated and customer-focused Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing exceptional service to our members, educating them on our products and services, and helping them achieve...

  • Member Service Representative

    2 weeks ago

    Jenkintown, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled and motivated Member Service Representative to join our team. As a key member of our Branch Operations team, you will be responsible for delivering exceptional member service and support to our valued customers.Key Responsibilities:Provide personalized service...

  • Member Service Representative

    1 week ago

    Jenkintown, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled and motivated Member Service Representative to join our team. As a key member of our Branch Operations team, you will be responsible for delivering exceptional member service and support to our valued customers.Key Responsibilities:Provide personalized service...

  • Member Service Representative

    5 days ago

    Jenkintown, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service RepresentativeTruMark Financial Credit Union is seeking a highly skilled and motivated Member Service Representative to join our team. As a key member of our branch operations team, you will be responsible for delivering exceptional member service and support to our valued customers.Key Responsibilities:Provide personalized service...

  • Member Service Representative II

    2 weeks ago

    Jenkintown, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative IITruMark Financial Credit Union is seeking a highly skilled Member Service Representative II to join our team. As a key member of our branch operations, you will be responsible for delivering exceptional member service, educating members on our products and services, and driving sales and growth.Key...

  • Customer Service Representative

    3 weeks ago

    Jenkintown, Pennsylvania, United States TruMark Financial Full time

    About the Role:As a Customer Service Representative at TruMark Financial, you will play a vital role in delivering exceptional customer service and driving sales growth. You will be responsible for educating and uncovering customer needs, providing solutions to their current and future needs, and ensuring a superior customer experience.Key...

  • Investment Operations Associate

    3 days ago

    Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time

    Investment Operations AssociateJoin National Philanthropic Trust, a leading public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions. As an Investment Operations Associate, you will play a key role in ensuring the smooth daily functioning of our programs.Key Responsibilities:Process daily transactions,...

  • Property Operations Specialist

    4 weeks ago

    Jenkintown, United States Scully Careers Full time $27

    Job DescriptionJob DescriptionDescription:Location: This position will provide support to communities throughout the PA and NJ areas. The primary focus will be the Greater Philadelphia area, but locations will include both city locations and suburban locations in surrounding counties. Hours: Monday - Friday, with ability to work weekend assignments as...

  • Financial Operations Specialist

    3 weeks ago

    Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time

    About National Philanthropic TrustNational Philanthropic Trust is a leading philanthropic organization dedicated to providing expert guidance and support to donors, foundations, and financial institutions. Our mission is to increase philanthropy in society by fostering a collaborative and supportive environment that enables individuals to achieve their...

  • Investment Operations Associate

    3 weeks ago

    Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time

    About National Philanthropic TrustNational Philanthropic Trust is a leading philanthropic organization dedicated to providing expert guidance and support to donors, foundations, and financial institutions. Our mission is to increase philanthropy in society by fostering a culture of giving and making a positive impact on the world.Job SummaryWe are seeking a...

  • Investment Operations Associate

    5 days ago

    Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time

    Job Title: Investment Operations AssociateJoin National Philanthropic Trust as an Investment Operations Associate and contribute to our mission of increasing philanthropy in society.About the Role:The Investment Operations Associate will collaborate with the Investment Operations Senior Manager and Supervisor to ensure the smooth daily functioning of our...

  • Admin: Service Verification Associate

    2 weeks ago

    Jenkintown, United States ModivCare Full time

    CareGivers America, a Modivcare Company, is a regional provider of Non-Medical Home Care, Home Health and Private Duty Nursing services. We have 22 offices in Pennsylvania, serving 40+ counties and we are continuing to grow. We are seeking a Service Verification Associate for our JenkintownOffice Location JOB SUMMARY The Service Verification Associate will...

  • Lab Tech Generalist

    1 week ago

    Jenkintown, United States Insight Global Full time

    Job DescriptionJob DescriptionOne of Insight Global's clients is looking for a Lab Tech Generalist to join their team. This person will be working within all 3 branches of the lab: Hematology, Blood Bank & Chemistry. Day-to-day will involve basic Lab Tech duties including, but not limited to specimen processing & testing, quality control, blood bank...

  • Investment Operations Associate

    5 hours ago

    Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time

    Job Title: Investment Operations AssociateJoin National Philanthropic Trust, a leading public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions. As an Investment Operations Associate, you will play a key role in ensuring the smooth daily functioning of our programs.Key Responsibilities:Process daily...

  • Relationship Banker

    3 weeks ago

    Jenkintown, Pennsylvania, United States Penn Community Bank Full time

    About the RoleAs a member of the Retail Banking team at Penn Community Bank, the Relationship Banker plays a crucial role in providing guidance on banking products and services. This position requires a high level of energy and the ability to cultivate meaningful relationships with new and existing customers, using trust, respect, integrity, and transparency...

  • Investment Operations Associate

    2 weeks ago

    Jenkintown, Pennsylvania, United States National Philanthropic Trust Full time

    About the RoleWe are seeking a highly skilled Investment Operations Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a critical role in ensuring the smooth daily functioning of our programs.Key ResponsibilitiesProcess daily transactions, including buys, sells, and money transfers, for all...

Branch Operations Manager

3 months ago

Jenkintown, United States Oppenheimer & Co. Inc. 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.

The firm is seeking a Branch Operations Manager to join their Private Client Branch office in Jenkintown, PA. This role is critical to the branch running smoothly and efficiently in meeting service excellence standards, and reports directly to the Regional Operations Manager.

**Responsibilities**:

- Process money movements of funds in accordance with FINRA rules
- Handles client disbursements and delivery
- Process cancellations and corrections of orders
- Oversees the account opening process
- Works with the Branch Control Officer to ensure compliance with the Firm’s policies and procedures
- Resolves client service issues
- Trains and manages operational support staff
- Acts as liaison between the Branch and all Firm infrastructure areas
- Assist with Audit preparations
- Support client onboarding
- Provides any special support for sales force as requested by Branch Manager

**Qualifications**
- At least 5+ years of brokerage/financial services experience along with some management experience
- **Series 7, 63 required; must obtain Series 9 & 10 within 6 month of employment**:

- Strong attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills

LI-KG1
- Effective organizational, multi-tasking, and prioritizing skills
- Able to work independently, proactively and innovatively while exercising sound judgment
- Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members
- High ethical standards
- Excellent time management skills and anticipates potential issues
- Strong working knowledge of Microsoft Office suite