Administrative Assistant (Private Client) - Oppenheimer & : Job Details

Administrative Assistant (Private Client)

Oppenheimer &

Job Location : New York,NY, USA

Posted on : 2024-04-16T07:41:17Z

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 an Administrative Assistant to join our Private Client Division at our corporate office in New York City. 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 presentations

* Calendar management utilizing Microsoft Outlook; must be flexible with last minute schedule changes and urgent meeting requests

* Coordinate meetings, including ordering meals, arranging travel, meeting room preparation, invitations, etc.

* Monitor and address critical e-mail correspondence and prepare expense reports

* Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments

* Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts related to our business

* Facilitate visits from vendors, customers and key executives

* Assist with tasks relating to recruiting and on-boarding

* Perform ad hoc projects as requested

Qualifications:

* Bachelor's degree in a relevant field, preferred

* Experience as administrative assistant in a corporate environment, ideally within financial services industry preferred

* Demonstrate strong accuracy and thoroughness in all facets of daily work

* Able 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 manner

* Must preserve confidentiality of sensitive information

* Must be a team player with an energetic, positive disposition

* Able to meet designated deadlines and work effectively in a pressurized environment

* Demonstrate the ability to handle multiple tasks with little or no supervision

* Proficient in MS Office, with exceptional knowledge of Word, Excel and PowerPoint

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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