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.

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. The role will report to the Branch Manager and handle details of highly confidential and critical nature.

• Branch Coordinator:
  Manage branch accounts payable and process invoices and payments; register and license branch personnel and update Form U4s; approve timecards and track employee time off for non‑exempt staff; order business cards and stationery; build service requests; coordinate office supplies; provide technology support (computers, printers, phones); manage facilities.
• 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; liaise 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; plan events as required.

• Bachelor’s degree required.
• 1‑2 years financial services/fixed income experience highly beneficial.
• High proficiency with MS Office products including Word, Excel, Outlook and PowerPoint.
• Excellent communication skills to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner.