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Branch Operations Specialist (Leawood, KS)

Job

Oppenheimer Holdings, Inc.

Leawood, KS (In Person)

Full-Time

Posted 3 weeks ago (Updated 3 weeks ago) • Actively hiring

Expires 7/1/2026

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Job Description

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 Leawood, KS. 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 position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager. This position will also entail a front office location with responsibilities including phone and client interaction. 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:
At least 1 year of experience in one or a combination of the following: customer service, operations, financial services, or clerical
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