Teams at Oppenheimer & Co. Inc.

Supports daily corporate actions and reorganization operations, including processing tenders, voluntary and mandatory actions, reconciling positions and cash against books and records, generating reports, and escalating issues according to procedures. The role requires corporate actions knowledge, financial services experience, strong technology proficiency, effective communication, multitasking, and the ability to work independently and collaboratively in a fast-paced environment.

Supports an institutional fixed-income investment team by managing client account due diligence, trade settlement documentation, wires, confirmations, calendars, travel, expense ledgers, office technology repairs, supplies, database updates, marketing assistance, and compliance reminders. The role also supports new product rollouts, regulatory monitoring, client communications, and general team operations. Strong organization, accuracy, confidentiality, communication, technology proficiency, and initiative are required; financial industry and administrative experience are preferred.

Supports two Financial Advisors in sales, marketing, financial planning, client onboarding, relationship management, account servicing, and daily wealth management operations. Responsibilities include responding to client inquiries, processing forms, gathering financial data, assisting with client events, scheduling appointments, tracking deadlines, and entering client trades after gaining appropriate skills and trust. The role requires strong organization, communication, confidentiality, multitasking, technology proficiency, and FINRA registrations.