Operations Support Associate

Posted 3 Days Ago
New York, NY, USA
In-Office
65K-65K Annually
Entry level
Financial Services
The Role
Provides administrative and operational support to senior executives and management. Responsibilities include project coordination, wire processing, state escheatment entries, daily and weekly reporting, meeting participation, employee onboarding, operational fact-finding, and process automation support. The role requires strong Excel skills, communication, organization, problem-solving, professionalism, independence, and teamwork in a fast-paced financial services environment.
Summary Generated by Built In

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's Operations team is seeking a candidate that will support the daily functioning of both senior executive and senior management. The role requires someone who will be able to work in a fast-paced environment, multitask, and communicate effectively. The ideal candidate will be able to work independently and have a collaborative mindset to work as part of a team. The individual will provide basic administrative support.

Responsibilities

  • Project coordination
  • Assist in wire processing
  • Processing Escheating entries to States yearly
  • Prepare weekly & daily reporting
  • Attending meetings with Senior Management
  • Assist in on boarding new employees
  • Leverage organizational skills to assist management
  • Assist in fact finding exercises to automate operations
  • Other functions and tasks assigned

Skills/Requirements

  • High School diploma or equivalency; some college preferred.
  • Strong knowledge of Excel.
  • Strong written and verbal communication skills.
  • Strong problem-solving and critical-thinking skills.
  • High level of professionalism.
  • Ability to work independently and as part of a team in a fast-paced environment.

Compensation

For job postings in New York State, 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. The current base salary offered for this role is $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Skills Required

  • High school diploma or equivalency
  • Strong knowledge of Excel
  • Strong written and verbal communication skills
  • Strong problem-solving and critical-thinking skills
  • High level of professionalism
  • Ability to work independently and as part of a team in a fast-paced environment
  • Some college

Oppenheimer & Co. Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Oppenheimer & Co. Inc. and has not been reviewed or approved by Oppenheimer & Co. Inc..

  • Leave & Time Off Breadth Leave and time off offerings appear broad, with PTO, paid sick days, paid holidays, bereavement leave, and military leave available. This breadth indicates structured time-away support across multiple needs.
  • Parental & Family Support Parental and family support includes family medical leave and generous parental leave, with dependent care options also listed. These offerings suggest formal support for caregiving and family needs.
  • Inclusive Benefits Coverage Benefits span healthcare (medical, dental, vision, mental health), HSAs/FSAs, retirement and insurance options, plus an EAP, commuter benefits, legal assistance, and various discounts. The breadth points to a comprehensive baseline of programs across categories.

Oppenheimer & Co. Inc. Insights

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The Company
HQ: New York, NY
2,833 Employees
Year Founded: 1881

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.

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