Administrative Assistant , Sales Assistant , Operations , Account Openings , KYC at Oppenheimer & Co.

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

Job Purpose:

To assist a team of financial advisors with general office work/clerical duties, opening and updating of accounts using KYC systems, updating/reviewing/creating Excel spreadsheets.  Candidates with some experience in financial services/banking/compliance industry preferred or candidates who have an understanding of corporate and legal documents

Duties:

• order entry (if registered)
• updating, reviewing, and creating Excel based spreadsheets
• opening and updating of accounts (KYC experience a plus)
• sending emails and reports
• answering phone calls

Requirements:

• strict attention to details and organization
• strong reasoning and problem solving skills.
• ability to solve problems and issues and recognize issues before they occur
• works well in a fast paced team environment
• ability to multi-task and prioritize duties and follow-up on pending issues
• takes orders well
• good communication skills
• proficient with MS Excel
• motivated and willingness to learn
• Fluent in Spanish

Experience with financial services industry, KYC systems, understanding of corporate/legal documents, and/or financial services compliance a plus.