Financial Services Client Advocate | Admin & Meetings Pro

Oppenheimer & Co Inc; The Woodlands (TX); Híbrido; USD 50 000 - 65 000; Tempo integral

Resumo da oferta

Oppenheimer & Co. Inc. in The Woodlands, TX seeks a Registered Client Service Associate to join our branch team, providing client service, scheduling, document handling, and general administrative support.

The ideal candidate will hold FINRA Series 7 and 63/65 (or 66) registrations within six months, have 1–2 years of financial services experience, and be proficient with Word, Excel, Outlook, and PowerPoint. Strong communication and organizational skills are essential.

Qualificações

• FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
• 1-2 years financial services/fixed Income experience preferred
• Proficiency with MS Office products including Word, Excel, Outlook and PowerPoint

Responsabilidades

• Provide administrative support, which includes the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Calendar management and coordination of meetings, including all logistics
• Database management
• Client interaction and service
• Provide back-up to other teams and within the branch
• Perform ad hoc duties and work on special projects as necessary

Conhecimentos

FINRA registrations

MS Office

Client interaction

Time management

Ferramentas

MS Word

MS Excel

MS Outlook

PowerPoint

Descrição da oferta de emprego

Oppenheimer & Co. Inc. in The Woodlands, TX seeks a Registered Client Service Associate to join our branch team, providing client service, scheduling, document handling, and general administrative support.

The ideal candidate will hold FINRA Series 7 and 63/65 (or 66) registrations within six months, have 1–2 years of financial services experience, and be proficient with Word, Excel, Outlook, and PowerPoint. Strong communication and organizational skills are essential.