Financial Services Coordinator

1 week ago


Boca Raton, Florida, United States Oppenheimer & Co. Full time
Job Overview
Oppenheimer & Co. Inc., a leading middle-market investment bank and full service broker-dealer, is seeking a skilled Registered Client Service Associate to join our Branch office team in Florida. With a rich history dating back to 1881, the Company engages in various financial services activities, including securities brokerage, institutional sales, and trading.

The ideal candidate will possess strong administrative skills, excellent communication abilities, and a proactive mindset to anticipate business needs. This role involves servicing clients, marketing, scheduling meetings, managing databases, and providing general organizational support. The successful candidate will also assume ad hoc responsibility for project-oriented tasks and handle confidential information with discretion.

Key Responsibilities:
  • Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.
  • Manage databases and interact with clients to provide exceptional service.
  • Offer backup support to other teams and within the branch.
  • Perform ad hoc duties and work on special projects as necessary.


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