Jr. Operations Specialist - New York, United States - Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc.

Verified Company

New York, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

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.

Responsibilities

Work independently and cooperatively within specified section
Comply with section policies, procedures and escalation protocols
Review and code DocuSign issued documents specific to New Account opening and maintenance. Trust Agreements, Client Agreements/Corp Client Agreements and Options agreement.
Review and update settlement instructions for Institutional DVPs
Backup support to reviewing and coding of W8 and W9s
Demonstrate first rate client service skills; escalate violations and problems that are unsolved to management
Coach junior staff and contribute appropriate, relative knowledge and experiences to aid, assist and/or support the day's workload
Support senior staff with workload as well as participate in twoway knowledge transfer
Other duties and tasks as assigned

Qualifications

High School diploma or equivalency preferred
College degree in business, finance, accounting or math is a plus
Possess a high degree of proficiency with technology including MS Office products (Word, Excel, and Outlook)

Compensation

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role.

This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

A reasonable estimate of the current base salary range is $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.