Branch Administrator (Birmingham, MI)
OppenheimerWho 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 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