Investment Banking Administrative Assistant

Oppenheimer Holdings, Inc.; New York (NY); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

Oppenheimer & Co. Inc. is seeking an Administrative Assistant to support its Technology Investment Banking team in New York.

This role provides essential administrative and operational support to senior bankers and ensures efficient daily operations in a fast-paced environment. The ideal candidate demonstrates proactive thinking, strong organizational skills, and the ability to anticipate business needs while contributing to a highly driven, collaborative team.

Qualifications

• Prior administrative experience in a corporate environment, preferably in financial services.
• Strong interpersonal and professional communication with stakeholders at all levels.
• Demonstrated ability to maintain confidentiality and handle sensitive information.
• Excellent organizational skills with high attention to detail and accuracy.
• Ability to manage multiple calendars and deadlines in a fast-paced setting.
• Self-motivated and proactive, able to work independently.
• Strong sense of urgency and customer service orientation.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Experience using virtual meeting platforms such as Teams and Zoom.

Responsibilities

• Manage calendars and coordinate meetings, including scheduling and travel logistics.
• Provide admin support to multiple investment bankers, including preparing and editing documents and presentations.
• Prepare, submit, and track expense reports and reimbursements.
• Prioritize daily workflow, monitor progress, and track deadlines.
• Answer calls, take messages, and schedule appointments as needed.
• Coordinate client visits and meetings with firm personnel.
• Maintain records and support general office functions; ensure confidentiality.

Skills

Interpersonal skills

Communication skills

Organizational skills

Discretion and confidentiality

Office software proficiency

Calendar management

Travel coordination

Multi-tasking ability

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Teams/Zoom

Job description

Investment Banking Administrative Assistant

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.

Our Investment Banking team provides industry expertise and strategic advisory services across a broad range of sectors, including Consumer & Retail, Energy, Financial Institutions, Healthcare, Industrial Growth & Services, Real Estate, Technology, Media & Communications, and Transportation & Logistics. Our product capabilities include Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Fund Placement & Advisory, and Restructuring & Special Situations Advisory.

Job Description

Oppenheimer & Co. Inc. is seeking an Administrative Assistant to support its Technology Investment Banking team in New York. This role serves as a key member of the team by providing administrative and operational support to senior bankers and helping ensure the efficient management of daily business activities.

The ideal candidate will possess a proactive mindset, strong organizational skills, and the ability to anticipate business needs in a fast-paced environment. This position offers exposure to various aspects of the investment banking business while supporting a highly driven and collaborative team.

Responsibilities

• Manage calendars and coordinate meetings, including scheduling, travel arrangements, and related logistics.
• Provide administrative support to multiple investment bankers, including the creation, maintenance, and editing of documents, spreadsheets, files, and presentations.
• Prepare, submit, and track expense reports and reimbursement requests.
• Prioritize and manage daily workflow, monitor project progress, and track deadlines.
• Answer incoming calls, take messages, and schedule appointments as required.
• Coordinate and facilitate client visits and meetings with firm personnel.
• Maintain accurate records and support general office and departmental administrative functions.
• Exercise discretion and maintain confidentiality when handling sensitive business information.

Qualifications

• Prior experience as an administrative assistant in a corporate environment, preferably within the financial services industry.
• Strong interpersonal and communication skills with the ability to interact professionally with employees, management, clients, and executive-level stakeholders.
• Demonstrated ability to maintain a high level of confidentiality and professionalism.
• Exceptional organizational skills with strong attention to detail and accuracy.
• Ability to manage multiple priorities, calendars, and deadlines in a fast-paced environment.
• Self-motivated with the ability to work independently and proactively without continuous direction.
• Strong sense of urgency, professionalism, and customer service orientation.
• Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
• Experience using collaboration and virtual meeting platforms such as Microsoft Teams and Zoom.

Compensation

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current expected base salary range for this role is $75,000 - $80,000 per year. Certain positions may also be eligible for additional forms of compensation, including discretionary bonuses and benefits.