Oppenheimer & Co. Inc.
Branch Operations Specialist (Kalamazoo, MI)
Oppenheimer & Co. Inc., Kalamazoo, Michigan, United States, 49006
Branch Operations Specialist (Kalamazoo, MI)
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Branch Operations Specialist (Kalamazoo, MI)
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Oppenheimer & Co. Inc. Branch Operations Specialist (Kalamazoo, MI)
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Branch Operations Specialist (Kalamazoo, MI)
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Oppenheimer & Co. Inc. Get AI-powered advice on this job and more exclusive features. 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. 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 firm is seeking a Branch Operations Specialist to join their branch office in Kalamazoo, MI. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This role will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Manager.
Responsibilities
Assist in maintaining the day to day operations to ensure operational excellence Support client onboarding process Maintain and process documents Assist with audit preparations Communicate effectively and efficiently with home office personnel Interact and support branch staff and all levels of management Interact on routine/sensitive matters Ensure that all documents are sent to home office in a timely manner Cross training within other positions in the Operations area Willing and able to take on additional tasks
Qualifications
FINRA Registration: SIE and Series 99 required (Within 6 months of hire) Brokerage operations experience Strong attention to detail and accuracy Intermediate Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Oppenheimer & Co. Inc. by 2x Sign in to set job alerts for “Branch Operations Specialist” roles.
Operations Manager - Regional Distribution Center - Kalamazoo, MI
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Battle Creek, MI $22.50-$31.00 2 weeks ago Operations Manager Intern (starting summer 2026) Regional Distribution Center - Galesburg, MI
Seasonal, Operations Technical Specialist
Seasonal, Operations Technical Specialist
Seasonal, Operations Technical Specialist
Seasonal, Operations Technical Specialist
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Join to apply for the
Branch Operations Specialist (Kalamazoo, MI)
role at
Oppenheimer & Co. Inc. Branch Operations Specialist (Kalamazoo, MI)
1 day ago Be among the first 25 applicants Join to apply for the
Branch Operations Specialist (Kalamazoo, MI)
role at
Oppenheimer & Co. Inc. Get AI-powered advice on this job and more exclusive features. 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. 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 firm is seeking a Branch Operations Specialist to join their branch office in Kalamazoo, MI. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This role will report directly to the National Branch Operations Administrator with secondary reporting to the Branch Manager.
Responsibilities
Assist in maintaining the day to day operations to ensure operational excellence Support client onboarding process Maintain and process documents Assist with audit preparations Communicate effectively and efficiently with home office personnel Interact and support branch staff and all levels of management Interact on routine/sensitive matters Ensure that all documents are sent to home office in a timely manner Cross training within other positions in the Operations area Willing and able to take on additional tasks
Qualifications
FINRA Registration: SIE and Series 99 required (Within 6 months of hire) Brokerage operations experience Strong attention to detail and accuracy Intermediate Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Oppenheimer & Co. Inc. by 2x Sign in to set job alerts for “Branch Operations Specialist” roles.
Operations Manager - Regional Distribution Center - Kalamazoo, MI
Battle Creek, MI $140,000.00-$170,000.00 1 week ago Associate Engineering Manager - Test Lab Operations
Battle Creek, MI $22.50-$31.00 2 weeks ago Operations Manager Intern (starting summer 2026) Regional Distribution Center - Galesburg, MI
Seasonal, Operations Technical Specialist
Seasonal, Operations Technical Specialist
Seasonal, Operations Technical Specialist
Seasonal, Operations Technical Specialist
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr