Client Service Associate / Administrative Assistant - Oppenheimer & Co. Inc.

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 Client Service Associate/Administrative Assistant to join our Branch office team in Greensboro, NC. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general administrative support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities:

• Provide administrative support, which includes but not limited to answering phone lines, creation, planning events, managing databases, and maintenance and editing of documents, spreadsheets, files, and presentations
• Perform receptionist duties such as filing, shredding, and greeting clients with refreshments while demonstrating professionalism and excellent etiquette
• Calendar management and coordination of meetings, including all logistics
• Learning and applying Oppenheimer’s Marketing program to Financial Professionals’ s skillset
• Learn Advisorworks, and other platforms and processes that support Financial Professionals and their clients
• Assist and take initiative with Branch support members, Financial Professionals, Management and Vendors
• Perform special projects as assigned
• Maintain records, check logs, deposits, and process check requests
• Provide documents requested for branch reviews
• Order supplies and schedule deliveries

Qualifications:

• Bachelor’s degree a plus but not required
• 1-2 years’ experience working in financial services or in a corporate environment
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• Able to interface and articulate well with all levels of employees and clients in a high professional and friendly manner
• Must be able to maintain the highest level of confidentiality
• Possess basic computer knowledge and skills
• Knowledge of notary services a plus
• Able to meet designated deadlines and work effectively in a pressurized environment
• Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)