Branch Operations Specialist (Leawood, KS)

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 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 also entail a front office location with responsibilities including phone and client interaction. Qualifications: - 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 w...