Senior Branch Operations Specialist (Jericho, NY)

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 Senior Operations Specialist to join their Private Client Branch office in Jericho, NY. This role is critical to the branch running smoothly and efficiently in meeting service excellence standards. This position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager. Responsibilities: - Process money movements of funds in accordance in accordance with firm policies and procedure - Handles client disbursements and delivery - Process cancellations and corrections of orders - Works with the Branch Control Officer to ensure compliance with the Firm’s policies and procedures - Resolves client service issue...