Branch Operations Specialist - Drive Operational Excellence

Oppenheimer & Co Inc; Jericho (NY); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Oppenheimer & Co. Inc. in Jericho, NY is seeking a Branch Operations Specialist to join the local branch. You will support day-to-day operations, onboarding of clients, document processing, and audit preparations under the Branch Manager’s guidance.

The role emphasizes communication, organization, and multi-tasking across home office and branch staff, with a path to broader operational responsibilities and potential discretionary bonus eligibility.

Qualifications

• Excellent verbal, written, and interpersonal communication skills.
• Strong attention to detail and accuracy.
• Ability to navigate multiple computer systems and search tools.

Responsibilities

• Assist in maintaining day-to-day branch operations to ensure operational excellence.
• Support client onboarding process.
• Maintain and process documents.
• Assist with audit preparations.
• Communicate with home office personnel and branch staff at all levels.
• Interact on routine or sensitive matters.
• Ensure documents are sent to home office timely.
• Cross training within other Operations positions.

Skills

Interpersonal skills

Organizational skills

Multi-tasking

Communication skills

Education

FINRA Registration: SIE and Series 99

Job description

Oppenheimer & Co. Inc. in Jericho, NY is seeking a Branch Operations Specialist to join the local branch. You will support day-to-day operations, onboarding of clients, document processing, and audit preparations under the Branch Manager’s guidance.

The role emphasizes communication, organization, and multi-tasking across home office and branch staff, with a path to broader operational responsibilities and potential discretionary bonus eligibility.