Financial Services Coordinator

6 days ago


Jenkintown, Pennsylvania, United States Oppenheimer & Co. Full time
Company Overview

Oppenheimer & Co. Inc. is a leading investment bank and full service broker-dealer with roots tracing back to 1881.

Job Description

We are seeking a highly skilled Client Service Associate to join our Private Client Division in Jenkintown, PA. This role will provide administrative support, calendar management, database management, client interaction, and perform special projects as assigned.

Estimated Salary

$65,000 - $80,000 per year, based on experience and qualifications.

Responsibilities
  • Provide administrative support, including creation, maintenance, and editing of documents, spreadsheets, files, and presentations.
  • Calendar management and coordination of meetings, including all logistics.
  • Database management.
  • Client interaction and service.
  • Perform special projects as assigned.
Requirements
  • Bachelor's degree preferred.
  • 1-2 years financial services/fixed income experience highly beneficial.
  • High proficiency with MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Able to interface and articulate well with all levels of employees and clients in a professional and friendly manner.
  • FINRA Licenses: Series 7 or SIE preferred but not required.


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