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.

Oppenheimer & Co. Inc. is seeking an Jr. Operations Specialist (IRA) to join our Operations team in Troy, Michigan. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills.

Responsibilities:

• Utilize knowledge and apply it to individual retirement plans (i.e. account contributions, transfers, rollovers, conversions, journals, recharacterization and distributions.)
• Utilize knowledge and apply it as it relates to qualified retirement plans (i.e. contributions, distributions, third party distributions, loans and terminating plans)
• Navigate and understand the FINET system relevant to the department
• Processing Death Claims
• Participate in Ad hoc project work assigned

Qualifications:

• Experience in a corporate environment, ideally within financial services industry preferred
• Knowledge of IRAs/Retirement Plans preferred
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook)
• Basic Arithmetic skills
• Able to interface and articulate well with all levels of employees and management in a professional, timely and friendly manner
• Excellent verbal and written communication skills are a necessity
• Able to work independently