Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace.

Primary responsibility is to join a three person team to support one Financial Advisor in sales, marketing, financial planning and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities:

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisor
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Learn to utilize research and technical support tools
• Produce quality analytical reports using various software programs
• Gather client information input into financial planning software Money Guide Pro
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations

• Cultivate and grow existing client relationships
• Be responsible for the onboarding process with a new client
• Assist with marketing efforts and plan client events
• Compile and print client review packets

• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Demonstrate initiative and desire to increase knowledge and skills
• With growth in skills and trust entering in client trades
• Facilitate new relationships with clients gathering statements and financial data

• Local office interaction with other support members inside organization

Qualifications:

• 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment
• Ability to work quickly under pressure to match clients’ needs with short time frames
• Excellent organization skills with hard copy files and digital files
• Excellent verbal communications to verbally keep clients apprised of portfolios, administration issues with regards to client’s accounts

• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
• Able to interface, articulate and communicate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment
• Strong interpersonal skills to build relationships inside team, firm and with clients
• Well dressed and well maintained as to be presentable for face to face interactions with clients
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Requirements:

• Series 7 and 63/65 (or 66)
• Certified Financial Planner (CFP)

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