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Branch Operations Pro: Client Onboarding & Audits

Job in Jenkintown, Montgomery County, Pennsylvania, 19046, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co Inc is seeking a Branch Operations Specialist in Jenkintown, PA. This role includes maintaining daily operations, supporting client onboarding, and ensuring timely document processing.

Successful candidates will demonstrate strong communication and organizational skills, with the ability to multi-task effectively in a fast-paced environment. A Series 99 registration is required within six months of hire, aligning with the firm's commitment to operational excellence.

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