Branch Operations Specialist (Leawood, KS)

Oppenheimer & Co.•Leawood, KS

11h•Onsite

About The Position

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. Job Description 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 report to the National Branch Operations Administrator with secondary reporting to the Branch Manager.

Requirements

FINRA Registration: SIE and 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