Branch Operations Lead – Private Client Group

Oppenheimer & Co Inc; Coral Gables (FL); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Oppenheimer & Co. Inc. seeks a Branch Administrator for its Coral Gables office. The role operates independently within a small team and supports the Branch Manager to ensure smooth daily operations, confidentiality, and service excellence.

Responsibilities include accounts payable, licensing, timekeeping, office procurement, facilities, HR onboarding, and supporting recruitment and branch events. Strong MS Office skills and professional communication are required.

Qualifications

• 1-2 years financial services/fixed income experience would be beneficial.
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint).
• Interface effectively with all levels of employees and clients.

Responsibilities

• Branch Coordinator responsibilities: manage accounts payable, licenses, timecards, office supplies, and facilities support.
• HR responsibilities: onboard new hires, maintain personnel records, coordinate with HR on compensation inquiries.
• Assistant to Branch Manager: maintain performance reports, process travel/expense reports, coordinate meetings and events.

Skills

Professional communication

Time management

Team coordination

Tools

MS Office Suite

Job description

Oppenheimer & Co. Inc. seeks a Branch Administrator for its Coral Gables office. The role operates independently within a small team and supports the Branch Manager to ensure smooth daily operations, confidentiality, and service excellence.

Responsibilities include accounts payable, licensing, timekeeping, office procurement, facilities, HR onboarding, and supporting recruitment and branch events. Strong MS Office skills and professional communication are required.