Branch Operations Specialist: Client Onboarding & Ops

Oppenheimer & Co Inc; Clayton (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Oppenheimer & Co Inc. is seeking a Branch Operations Specialist to join the St. Louis branch.

The role requires strong interpersonal, organizational, and multi-tasking skills. You will report to the Branch Manager and work under the National Branch Operations Administrator, collaborating with home office personnel and branch staff to ensure smooth daily operations. The ideal candidate will handle onboarding processes, document management, and audit preparation, contributing to operational

Qualifications

• FINRA Series 99 registration within 6 months of hire.
• Strong attention to detail and accuracy.
• Ability to navigate multiple computer systems, applications, and search tools.

Responsibilities

• Assist in maintaining day-to-day operations to ensure operational excellence.
• Support client onboarding process.
• Maintain and process documents.
• Assist with audit preparations.
• Communicate effectively with home-office personnel.
• Interact with branch staff and all levels of management.
• Interact on routine/sensitive matters.
• Ensure all documents are sent to home office in a timely manner.
• Cross training within other Operations positions.
• Take on additional tasks as needed.

Skills

FINRA Series 99

Attention to detail

System navigation

Verbal and written communication

Organization & multi-tasking

Job description

Oppenheimer & Co Inc. is seeking a Branch Operations Specialist to join the St. Louis branch.

The role requires strong interpersonal, organizational, and multi-tasking skills. You will report to the Branch Manager and work under the National Branch Operations Administrator, collaborating with home office personnel and branch staff to ensure smooth daily operations. The ideal candidate will handle onboarding processes, document management, and audit preparation, contributing to operational