Branch Operations Specialist (St. Louis, MO)
Oppenheimer & Co.•Saint Louis, MO
•Onsite
About The Position
Oppenheimer & Co. Inc. is seeking a Branch Operations Specialist to join their branch office in St. Louis. 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 report to the National Branch Operations Administrator with secondary reporting to the Branch Manager.
Requirements
- FINRA Registration: Series 99 required (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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
