Branch Operations Specialist (Jericho, NY)

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

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Branch Operations Specialist (Jericho, NY)

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 firm is seeking a Branch Operations Specialist to join their branch office in Jericho Long Island, NY Branch Office. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager.

Responsibilities:

• Assist in maintaining the day to day operations to ensure operational excellence
• Support client onboarding process
• Maintain and process documents
• Assist with audit preparations
• Communicate effectively and efficiently with home office personnel
• Interact and support branch staff and all levels of management
• Interact on routine/sensitive matters
• Ensure that all documents are sent to home office in a timely manner
• Cross training within other positions in the Operations area
• Willing and able to take on additional tasks

Qualifications:

• FINRA Registration: SIE and Series 99 required (Within 9 months of hire)
• Strong attention to detail and accuracy
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills

Compensation:

For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary is $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.