Branch Administrator (Birmingham, MI)

Oppenheimer & Co. Inc.; Birmingham (MI); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading investment bank in Birmingham, MI is seeking a Branch Administrator to support branch operations and HR responsibilities. The role requires a Bachelor’s degree and proficiency in MS Office, along with 1-2 years of relevant experience. The Branch Administrator will manage accounts payable, process HR paperwork, and assist with performance reports. This position offers an opportunity to grow within a well-established firm focused on service excellence.

Qualifications

• Bachelor’s degree required.
• 1-2 years financial services/fixed income experience preferred.
• High proficiency with MS Office products.

Responsibilities

• Manage branch accounts payable and process invoices.
• Coordinate with HR on recruit paperwork.
• Track employee time off for non-exempt staff.

Skills

MS Office proficiency

Professional communication

Education

Bachelor’s degree

Job description

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.

Job Description

The Oppenheimer Private Client Group is seeking a Branch Administrator for its Birmingham, MI office. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. This role will report to the Regional Manager and handle details of a highly confidential and critical nature.

Responsibilities

• Manage branch accounts payable and process invoices and payments


• Registration and licensing of registered branch personnel and update Form U4s


• Approve timecards and track employee time off for non-exempt staff


• Order business cards and stationary


• Building service requests


• Office supply coordinator


• Technology support: computers, printers, phones


• Facilities management

HR Responsibilities

• Coordinate with HR and home office to process paperwork for recruits and new hires


• Onboard new recruits


• Ensure branch personnel records are accurate and current


• Liaison with HR on compensation and benefits inquiries


• Assist Branch Manager with personnel issues and concerns

Assistant To Branch Manager

• Maintain Branch Performance Report


• Process travel and expense reports for branch personnel


• Track recruiting efforts and manage transition process for new recruits


• Coordinate wholesaler and other branch meetings
  
• Events planning as required

Qualifications/Requirements

• Bachelor’s degree required


• 1-2 years financial services/fixed income experience would be highly beneficial


• Possess a high degree of 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 highly professional and friendly manner


• FINRA Registrations: SIE, Series 7 and Series 66