Branch Operations Specialist (Kalamazoo, MI) jobs in United States
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Oppenheimer & Co. Inc. · 2 hours ago

Branch Operations Specialist (Kalamazoo, MI)

positionKalamazoo, MI
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. They are seeking a Branch Operations Specialist to assist in maintaining day-to-day operations and support client onboarding processes while ensuring operational excellence.

Financial Services
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H1B Sponsor Likelynote

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

Qualification

FINRA RegistrationBrokerage operations experienceMicrosoft OfficeAttention to detailMulti-tasking skillsCommunication skillsOrganizational skills

Required

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

Company

Oppenheimer & Co. Inc.

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Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
dateFounded in 1881
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://oppenheimer.com

H1B Sponsorship

Oppenheimer & Co. Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (7)
2023 (6)
2022 (1)
2021 (6)
2020 (4)

Funding

Current Stage
Public Company
Total Funding
unknown
1986-09-05IPO

Leadership Team

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Craig Schneider
Managing Director - Regional Director
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Douglas Siegel
Managing Director, Chief Compliance Officer
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Recent News

GlobeNewswire
Terns Announces Closing of Public Offering of Common Stock, Including Full Exercise of Underwriters’ Option to Purchase Additional Shares
2025-12-12
PR Newswire
Oppenheimer & Co. Inc. Strengthens Equities and Biotech Research Teams with Addition of Kostas Biliouris, Ph.D.
2025-12-08
GlobeNewswire
Fulcrum Therapeutics Announces Proposed $150.0 Million Public Offering of Common Stock
2025-12-08
Company data provided by crunchbase