Oppenheimer & Co. - New York, NY

posted 3 days ago

Full-time - Entry Level
New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Oppenheimer & Co. Inc. is seeking a dynamic and personable Receptionist/Client Service Associate to enhance the experience of employees and guests at their Chrysler East office. This role is pivotal in maintaining a professional environment in the guest conference center and ensuring a world-class experience for visitors.

Responsibilities

  • Welcome and greet visitors and employees, determining the nature and purpose of their visit, and directing or chaperoning them to specific destinations.
  • Serve as the main point of contact for visitors, providing services such as coat/luggage storage, directions to restrooms, and beverage services.
  • Manage the calendar for all conference rooms in the conference center using MS Outlook.
  • Answer telephone calls, direct calls, screen or forward calls, provide information, take messages, or schedule appointments.
  • Add visitors to the building security website portal.
  • Arrange catering with approved vendors and maintain cleanliness in the conference room.
  • Maintain a professional environment in the reception area.
  • Request technology support for the conference center.
  • Oversee the use of conference center space and escalate issues as necessary.
  • Perform administrative duties such as scanning, photocopying, faxing, filing, collating, and creating mailing labels.
  • Provide in-room technology support.
  • Assist with general administrative support, including the creation, maintenance, and editing of documents, spreadsheets, files, and presentations.
  • Assist with Client Service Associate related ad hoc projects as requested.

Requirements

  • Bachelor's degree required.
  • Excellent written, visual, and verbal communication skills.
  • Strong interpersonal skills with a focus on teamwork.
  • Super attention to detail, organization, and ability to adapt quickly to change.
  • Series 7 and 63/65 (or 66) or strong desire to attain these licenses.
  • 1-2 years of experience in financial services preferred.
  • Professional presentation skills.
  • High degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint, and Outlook) and Zoom/WebEx.
  • Team player with an energetic, positive disposition seeking growth and opportunity to expand the role.
  • Ability to interface and articulate well with all levels of employees and clients in a highly professional and cheerful manner.
  • Ability to handle all situations with diplomacy.

Benefits

  • Discretionary bonus eligibility for certain positions.
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