Financial Services Coordinator

3 days ago


Florham Park, New Jersey, United States Oppenheimer & Co. Inc. Full time
Key Responsibilities
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
  • Assist participants with various needs and learn to adapt to service requirements of various accounts.
  • Develop knowledge of forms and account procedures to assist clients and enhance relationships with advisors through timely and accurate responses.

Estimated Salary: $65,000 - $80,000 per year based on location and experience.

Required Skills and Qualifications
  • Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed.
  • Excellent communication skills, verbal, written, and interpersonal.
  • Strong accuracy and thoroughness in all facets of daily work.


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