Non-Registered Client Service Associate Intern

3 days ago


Boca Raton, United States Oppenheimer & Co. Full time

Who We Are:Oppenheimer is a self-clearing broker-dealer engaged in a broad range of activities in the securities industry including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, securities lending activities, trust services, and investment advisory and asset management services. We are looking to add an organized, detail-oriented, analytical intern to our team who will support our Private Client Group at our Boca Raton branch office.Desired Skills/Experience: Enrolled in an Associates or Bachelor's degree program with a focus on Business, Finance, Economics or Accounting Excellent communication skills: verbal, written and interpersonal Intermediate Microsoft Office skills Must have strong analytical skills Capable of multitasking and has high attention to detail and accuracyResponsibilities: Assist our team of Advisor's & Client Service Associate's as they service clients of the firm; provide support and perform tasks as a non-registered associate Perform clerical and administrative tasks as directed Research various topics including investment recommendations, asset allocations, and various wealth management strategies. Interact with clients under guidance and supervision of the Financial Advisor



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