Jr. Operations Specialist IRA (Troy, MI)
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Job Location:
Monthly Salary:
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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
Required Experience:
Junior IC
About Company
A leading global full-service brokerage and investment bank, focused on providing trusted advice and tailored, sophisticated solutions for individuals, families, corporations and institutions.
