Branch Administrator (Birmingham, MI)

Oppenheimer & Co Inc; Birmingham (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Oppenheimer & Co. Inc in Birmingham, MI is seeking a Branch Administrator to support daily operations and help the team grow its business while meeting service standards. You will report to the Regional Manager and handle confidential, critical tasks as part of a small office of professionals.

The role combines branch coordination, HR support, and assistant duties to the Branch Manager. Key duties include invoicing, onboarding, reporting, meetings, and vendor liaison, with emphasis on

Qualifications

• 1-2 years financial services/fixed income experience would be highly beneficial.
• Proficiency with MS Office products including Word, Excel, Outlook and PowerPoint.
• FINRA Registrations: SIE, Series 7 and Series 66

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 stationery.
• Building service requests.
• Office supply coordinator.
• Technology support: computers, printers, phones.
• Facilities management.
• Coordinate with HR to process recruits and onboarding.
• 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.
• 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.

Skills

MS Office

Financial services

Job description

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:

Branch Coordinator 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:

• 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