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Branch Operations Specialist (Saddle Brook, NJ)

Company: Oppenheimer & Co. Inc.
Location: Saddle Brook
Posted on: May 21, 2023

Job Description:

Who We Are: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 Saddle Brook, New Jersey. 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 Operations Manager.Responsibilities:Assist in maintaining the day to day operations to ensure operational excellenceSupport client onboarding processMaintain and process documentsAssist with audit preparationsCommunicate effectively and efficiently with home office personnelInteract and support branch staff and all levels of managementInteract on routine/sensitive mattersEnsure that all documents are sent to home office in a timely mannerCross training within other positions in the Operations areaWilling and able to take on additional tasksAssist Branch Control Officers with syndicate processQualificationsSeries 7 Licensed2+ years of experience in financial servicesBrokerage operations experienceStrong attention to detail and accuracyIntermediate Microsoft Office skillsAbility to navigate multiple computer systems, applications, and utilize search tools to find informationExcellent verbal, written, and interpersonal communication skillsEffective organizational, multi-tasking, and prioritizing skills

Keywords: Oppenheimer & Co. Inc., Clifton , Branch Operations Specialist (Saddle Brook, NJ), Accounting, Auditing , Saddle Brook, New Jersey

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