Group Business Associate (East Lansing, MI)

Oppenheimer & Co.•East Lansing, MI

15h•Onsite

About The Position

Oppenheimer & Co. Inc. Credit Union Investment Strategy Group is seeking a personable and team-oriented Group Business Associate to join our institutional team in the Private Client Department in East Lansing, MI. This Group specializes in serving the investment needs of Credit Unions throughout the country. The ideal candidate will possess excellent communication skills and the ability to collaborate effectively with others in a fast-paced environment. In this role, you will work closely with a ten-person Fixed Income Team, contributing to their success by utilizing your problem-solving skills, taking initiative, and demonstrating ownership of your work. A positive attitude, exceptional interpersonal skills, and effective communication abilities (both in person, email, and phone) are essential for this position. Additionally, proficiency in data management, Microsoft Word, Excel, and PowerPoint is required. Previous experience in the financial industry and some analytical experience would be highly desirable. This position requires you to work on-site, five days a week.

Requirements

Excellent communication skills
Ability to collaborate effectively with others in a fast-paced environment
Problem-solving skills
Initiative
Ownership of work
Positive attitude
Exceptional interpersonal skills
Effective communication abilities (both in person, email, and phone)
Proficiency in data management
Proficiency in Microsoft Word, Excel, and PowerPoint
College education a plus but not required
Previous experience at a brokerage firm or in a financial role is preferred
Previous experience as an Executive/Administrative Assistant is preferred
Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook) and Zoom/WebEx
Must be able to maintain the highest level of confidentiality
Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
Able to meet designated deadlines and work effectively in a pressurized environment
Able to handle regular activities without prompting
Must exhibit a high degree of motivation, sense of urgency and professional demeanor

Nice To Haves

Previous experience in the financial industry
Some analytical experience

Responsibilities

Oversee opening, updating & ongoing due diligence for client accounts
Maintain delivery instructions, review client confirms, verify funds received and delivery of securities for trades and settlements.
Wires; input principal and interest monthly with accuracy followed by client confirmation
Handle client calls, set up and manage calendar invitations
Coordinate and book travel arrangements, adhering to company policies and guidelines
Monitor payments related to travel expenses and maintain an accurate ledger of the group’s expenses
Act as point of contact for office technology repairs, knowing who to call and overseeing repairs until completion.
Assist in marketing efforts/ data base management, LinkedIn, and etc.
Ensure contact information is up to date and remind the team of upcoming compliance and FINRA deadlines/notes, updated policies and etc. after meetings
Anticipate and manage office supply needs for kitchen, cartridges, paper and other items based on usage
Cross train in various areas as needed to contribute to the smooth operations of the team
Participate in the growth of the business by actively supporting the rollout of new products or services to clients
Stay updated on the regulatory environment affecting our clients and prospects, identifying changes and other pertinent information