Handle IRA and qualified retirement plan transactions (contributions, transfers, rollovers, distributions, recharacterizations), process death claims, use FINET, and support ad hoc projects while communicating with internal stakeholders.
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 entry level 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.
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
- 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
Oppenheimer & Co. Inc. New York, New York, USA Office
85 Broad Street, New York, NY, United States, 10004
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