Dynamic Branch Administrator - Financial Services

Oppenheimer & Co Inc; Birmingham (MI); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Oppenheimer & Co. Inc in Birmingham, MI is seeking a Branch Administrator to support daily operations and help the team grow its business while meeting service standards. You will report to the Regional Manager and handle confidential, critical tasks as part of a small office of professionals.

The role combines branch coordination, HR support, and assistant duties to the Branch Manager. Key duties include invoicing, onboarding, reporting, meetings, and vendor liaison, with emphasis on

Qualifications

• 1-2 years financial services/fixed income experience would be highly beneficial.
• Proficiency with MS Office products including Word, Excel, Outlook and PowerPoint.
• FINRA Registrations: SIE, Series 7 and Series 66

Responsibilities

• Manage branch accounts payable and process invoices and payments.
• Registration and licensing of registered branch personnel and update Form U4s.
• Approve timecards and track employee time off for non-exempt staff.
• Order business cards and stationery.
• Building service requests.
• Office supply coordinator.
• Technology support: computers, printers, phones.
• Facilities management.
• Coordinate with HR to process recruits and onboarding.
• Onboard new recruits.
• Ensure branch personnel records are accurate and current.
• Liaison with HR on compensation and benefits inquiries.
• Assist Branch Manager with personnel issues and concerns.
• Maintain Branch Performance Report.
• Process travel and expense reports for branch personnel.
• Track recruiting efforts and manage transition process for new recruits.
• Coordinate wholesaler and other branch meetings.
• Events planning as required.

Skills

MS Office

Financial services

Job description

Oppenheimer & Co. Inc in Birmingham, MI is seeking a Branch Administrator to support daily operations and help the team grow its business while meeting service standards. You will report to the Regional Manager and handle confidential, critical tasks as part of a small office of professionals.

The role combines branch coordination, HR support, and assistant duties to the Branch Manager. Key duties include invoicing, onboarding, reporting, meetings, and vendor liaison, with emphasis on