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 firm is seeking a Registered Client Service Associate to join our Branch office team in Miami, Florida. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational 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 the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Calendar management and coordination of meetings, including all logistics
Database management
Client interaction and service
Provide back-up to other teams and within the branch
Perform ad hoc duties and work on special projects as necessary
Skills/Requirements
Bachelor’s degree preferred
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
Able to meet designated deadlines and work effectively in a pressurized environment
Fluent in English and Spanish preferred
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
