Oppenheimer & Co.
Administrative Assistant (Boston)
Oppenheimer & Co., Boston, Massachusetts, us, 02298
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 an Administrative Assistant to join our Private Client Division at our Boston, MA office. The main responsibilities would include reviewing and working with legal to draft documents, managing calendars, scheduling, prioritizing meetings, and preparation of expense reports for the department. We are looking for a team player with a great attitude and an extremely proactive mindset in order to stay steps ahead of business needs.
Candidates should be effective and detail-oriented communicators.
The Administrative Assistant will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings.
Responsibilities:Provide general administrative support, which includes but not limited to: create, maintain and edit documents, spreadsheets, files, and presentationsCalendar management utilizing Microsoft Outlook; must be flexible with last minute schedule changes and urgent meeting requestsAssist with tasks relating to recruiting and on-boarding all branch new hiresBecome proficient in Discovery Data recruiting softwareAssist branch manager with recruiting new financial advisors to Oppenheimer including creating and executing marketing campaigns and mailingsCreate and maintain financial advisor data base and recruiting pipelineTrack and approve employee timesheets for payrollManage office invoices and branch manager expensesMaintain and order inventory for office and kitchen suppliesServe as main contact for all office related issues such as deliveries, security system, work orders, etc.Coordinate and schedule all office events such as holiday parties, office lunches, client events and office outingsPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsDemonstrate initiative and desire to increase knowledge of rules, regulations and concepts related to our businessPerform ad hoc projects as requestedQualifications:
Experience as administrative assistant in a corporate environment, ideally within financial services industry preferredDemonstrate strong accuracy and thoroughness in all facets of daily workAble to review documents and work with our legal department to edit as needed.Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly mannerMust preserve confidentiality of sensitive informationMust be a team player with an energetic, positive dispositionAble to meet designated deadlines and work effectively in a pressurized environmentDemonstrate the ability to handle multiple tasks with little or no supervisionProficient in MS Office, with exceptional knowledge of Word, Excel and PowerPoint
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 an Administrative Assistant to join our Private Client Division at our Boston, MA office. The main responsibilities would include reviewing and working with legal to draft documents, managing calendars, scheduling, prioritizing meetings, and preparation of expense reports for the department. We are looking for a team player with a great attitude and an extremely proactive mindset in order to stay steps ahead of business needs.
Candidates should be effective and detail-oriented communicators.
The Administrative Assistant will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings.
Responsibilities:Provide general administrative support, which includes but not limited to: create, maintain and edit documents, spreadsheets, files, and presentationsCalendar management utilizing Microsoft Outlook; must be flexible with last minute schedule changes and urgent meeting requestsAssist with tasks relating to recruiting and on-boarding all branch new hiresBecome proficient in Discovery Data recruiting softwareAssist branch manager with recruiting new financial advisors to Oppenheimer including creating and executing marketing campaigns and mailingsCreate and maintain financial advisor data base and recruiting pipelineTrack and approve employee timesheets for payrollManage office invoices and branch manager expensesMaintain and order inventory for office and kitchen suppliesServe as main contact for all office related issues such as deliveries, security system, work orders, etc.Coordinate and schedule all office events such as holiday parties, office lunches, client events and office outingsPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsDemonstrate initiative and desire to increase knowledge of rules, regulations and concepts related to our businessPerform ad hoc projects as requestedQualifications:
Experience as administrative assistant in a corporate environment, ideally within financial services industry preferredDemonstrate strong accuracy and thoroughness in all facets of daily workAble to review documents and work with our legal department to edit as needed.Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly mannerMust preserve confidentiality of sensitive informationMust be a team player with an energetic, positive dispositionAble to meet designated deadlines and work effectively in a pressurized environmentDemonstrate the ability to handle multiple tasks with little or no supervisionProficient in MS Office, with exceptional knowledge of Word, Excel and PowerPoint