Location: Florham Park,NJ, USA
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.
This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.
Key Responsibilities:
* Produce quality analytical reports using various software programs
* Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
* Assist participants with various needs
* Learn and adapt to service needs of various accounts in order to answer day-to-day questions
* Quickly develop knowledge of forms and account procedures in order to assist clients
* Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
* Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
* Database management of contacts and associates
* Oversee marketing efforts
* Special projects as assigned
* Local office interaction with other support members, Financial Advisors and Management
Qualifications:
* Some experience working in Finance/Broker-Dealer/Investment background is preferred
* Bachelors Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
* Must be a team player with a proactive, positive, problem-solving disposition
* Possess a high degree of proficiency with MS office products including Word, Excel and Outlook
* Must be able to maintain the highest level of confidentiality
* Excellent communication skills: verbal, written and interpersonal
* Demonstrate strong accuracy and thoroughness in all facets of daily work
* Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner
* Able to meet designated deadlines and work effectively in a pressurized environment