Branch Administrator (Coral Gables, FL)

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

The Oppenheimer Private Client Group is seeking a Branch Administrator for its Coral Gables office. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business runs smoothly and meets service excellence standards. This role will report to the Branch Manager and handle details of a highly confidential and critical nature.

Responsibilities:

Branch Coordinator Responsibilities:

• Manage branch accounts payable and process invoices and payments
• Registration and licensing of registered branch personnel and update Form U4s
• Approve timecards and track employee time off for non-exempt staff
• Order business cards and stationary
• Building service requests
• Office supply coordinator
• Technology support: computers printers phones
• Facilities management

HR Responsibilities:

• Coordinate with HR and home office to process paperwork for recruits and new hires
• Onboard new recruits
• Ensure branch personnel records are accurate and current
• Liaison with HR on compensation and benefits inquiries
• Assist Branch Manager with personnel issues and concerns

Assistant to Branch Manager:

• Maintain Branch Performance Report
• Process travel and expense reports for branch personnel
• Track recruiting efforts and manage transition process for new recruits
• Coordinate wholesaler and other branch meetings
• Events planning as required

Qualifications/Requirements:

• Bachelors degree required
• 1-2 years financial services/fixed income experience would be highly beneficial
• Possess a high degree of proficiency with MS Office products including Word Excel Outlook and PowerPoint
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner