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.

The Oppenheimer Private Client Group is seeking a Branch Administrator for its Birmingham, MI office. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. This role will report to the Regional Manager and handle details of a highly confidential and critical nature.

Responsibilities:

Branch Coordinator Responsibilities:

• Manage branch accounts payable and process invoices and payments
• Registration and licensing of registered branch personnel and update Form U4s
• Approve timecards and track employee time off for non-exempt staff
• Order business cards and stationary
• Building service requests
• Office supply coordinator
• Technology support: computers, printers, phones
• Facilities management

HR Responsibilities:

• Coordinate with HR and home office to process paperwork for recruits and new hires
• Onboard new recruits
• Ensure branch personnel records are accurate and current
• Liaison with HR on compensation and benefits inquiries
• Assist Branch Manager with personnel issues and concerns

Assistant to Branch Manager:

• Maintain Branch Performance Report
• Process travel and expense reports for branch personnel
• Track recruiting efforts and manage transition process for new recruits
• Coordinate wholesaler and other branch meetings
• Events planning as required

Qualifications/Requirements:

• Bachelor’s degree required
• 1-2 years financial services/fixed income experience would be highly beneficial
• 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 highly professional and friendly manner
• FINRA Registrations: SIE, Series 7 and Series 66