Branch Operations Specialist (St. Louis, MO)

Oppenheimer & Co Inc; St. Louis, Northern (MO, KY); Ibrido; USD 52.000 - 70.000; Tempo pieno

Descrizione del lavoro

Oppenheimer & Co. Inc. is hiring a Branch Operations Specialist for the St. Louis, MO branch. The role emphasizes strong interpersonal, organizational, and multitasking skills to support day-to-day branch operations and client onboarding.

The candidate will report to the Branch Manager and collaborate with home office personnel, with responsibilities spanning document processing, audits, and cross training within Operations.

Competenze

• FINRA Registration: Series 99 required (Within 6 months of hire).
• Strong attention to detail and accuracy.
• Ability to navigate multiple computer systems and search tools.
• Excellent verbal, written, and interpersonal communication.
• Effective organizational, multi-tasking, and prioritizing skills.

Mansioni

• Assist in maintaining day-to-day operations for operational excellence.
• Support client onboarding process.
• Maintain and process documents.
• Assist with audit preparations.
• Communicate with home office personnel and branch staff.
• Cross training within Operations and willingness to take on additional tasks.

Conoscenze

Series 99

Attention to detail

Multitasking

Communication

Organizational skills

Descrizione del lavoro

Branch Operations Specialist (St. Louis, MO)

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 St. Louis 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: Series 99 required (Within 6 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