Branch Operations Specialist (Leawood, KS)

Oppenheimer & Co. • Leawood, KS

1d

About The Position

The firm is seeking a Branch Operations Specialist to join their branch office in Leawood, KS. 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 also entail a front office location with responsibilities including phone and client interaction.

Requirements

• At least 1 year of experience in one or a combination of the following: customer service, operations, financial services, or clerical
• Will be required to obtain Series 99 within 6 months of hire
• Brokerage operations experience
• Strong attention to detail and accuracy
• Intermediate Microsoft Office skills
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees