Branch Administrator (Coral Gables, FL)

Oppenheimer & Co.•Coral Gables, FL

1d•Onsite

About The Position

The Oppenheimer Private Client Group is seeking a Branch Administrator for its Coral Gables office. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. This role will report to the Branch Manager and handle details of a highly confidential and critical nature.

Requirements

Bachelor’s degree required
Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner

Nice To Haves

1-2 years financial services/fixed income experience would be highly beneficial

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 stationary
Building service requests
Office supply coordinator
Technology support: computers, printers, phones
Facilities management
Coordinate with HR and home office to process paperwork for recruits and new hires
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