Branch Operations Specialist; Kalamazoo, MI

Branch Operations Specialist (Kalamazoo, MI)

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 $-$ 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, MISeasonal, 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