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.
Job Description
Oppenheimer & Co. Inc. is seeking an Jr. Operations Specialist (IRA) to join our Operations team in Troy, Michigan. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills.
Responsibilities:
- Utilize knowledge and apply it to individual retirement plans (i.e. account contributions, transfers, rollovers, conversions, journals, recharacterization and distributions.)
- Utilize knowledge and apply it as it relates to qualified retirement plans (i.e. contributions, distributions, third party distributions, loans and terminating plans)
- Navigate and understand the FINET system relevant to the department
- Processing Death Claims
- Participate in Ad hoc project work assigned
Qualifications:
- Experience in a corporate environment, ideally within financial services industry preferred
- Knowledge of IRAs/Retirement Plans preferred
- Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook)
- Basic Arithmetic skills
- Able to interface and articulate well with all levels of employees and management in a professional, timely and friendly manner
- Excellent verbal and written communication skills are a necessity
- Able to work independently
Skills Required
- Experience in a corporate environment, ideally within financial services industry
- Knowledge of IRAs/Retirement Plans
- High degree of proficiency with technology including MS Office products
- Basic Arithmetic skills
- Excellent verbal and written communication skills
- Ability to interface well with all levels of employees
- Ability to work independently
What We Do
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
