Jr. Operations Specialist - IRA (Troy, MI)

Jr. Operations Specialist - IRA (Troy, MI) Troy, MI Job Details 18 hours ago Benefits Retirement plan Qualifications Microsoft Excel Microsoft Outlook Basic math Relationship management Financial services Communication skills Technical Proficiency Entry level

Full 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 Oppenheimer & Co. Inc. is seeking an Jr. Operations Specialist (IRA) to join our Operations team in Troy, Michigan. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills.

Responsibilities:

Utilize knowledge and apply it to individual retirement plans (i.e. account contributions, transfers, rollovers, conversions, journals, recharacterization and distributions.) Utilize knowledge and apply it as it relates to qualified retirement plans (i.e. contributions, distributions, third party distributions, loans and terminating plans) Navigate and understand the FINET system relevant to the department Processing Death Claims Participate in Ad hoc project work assigned

Qualifications:

Experience in a corporate environment, ideally within financial services industry preferred Knowledge of IRAs/Retirement Plans preferred Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook) Basic Arithmetic skills Able to interface and articulate well with all levels of employees and management in a professional, timely and friendly manner Excellent verbal and written communication skills are a necessity Able to work independently