Sales Assistant (Fort Lauderdale, FL)

Job Description

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’s Private Client group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local marketplace.

The primary responsibility of the Sales Assistant is to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

Key Responsibilities :

• Prioritize daily work, track progress of projects and deadlines, answer phones, and schedule appointments
• Maintain marketing materials and documents
• Coordinate travel arrangements and prepare expense reports
• Master general concepts of various accounts in order to answer day-to-day questions from advisors
• Develop knowledge of forms and account procedures in order to assist in opening new accounts
• Demonstrate initiative and desire to increase knowledge of rules, regulations, and concepts
• Learn to utilize research and technical support tools
• Produce quality analytical reports using various tools and software programs
• Promote firm products and services by enhancing relationships with advisors through timely and accurate responses to questions, and acting with integrity and respect in all situations

Qualifications :