Jr. Operations Associate - Client Services and Reporting

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:

Oppenheimer's Operations team is seeking a candidate that will support the daily functions of the Client Services department in our New York office. The role requires someone who will be able to work in a fast paced environment, multitask, and communicate effectively. The ideal candidate will be able to work independently and have a collaborative mindset to work as part of a team.

Responsibilities:

• Participate in knowledge transfer with senior and junior staff
• Control and address the transaction processing within the Insight system, account surveillance process using applicable Insight screens, and report review
• Perform data entry
• Escalate unsolved violations and problems to Management
• Participate in Ad Hoc functions and tasks assigned
• Working with vendors to update systems
• Cost basis and date of death processing
• Work independently and cooperatively within specified section
• Comply with section policies, procedures and escalation protocols

Qualifications:

• High School diploma or equivalency preferred
• College degree in business, finance, accounting or math is a plus
• Financial Services experience a plus
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, and Outlook)

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $45,000.00 - $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.