Who We Are:
Oppenheimer is a self-clearing broker-dealer engaged in a broad range of activities in the securities industry including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, securities lending activities, trust services, and investment advisory and asset management services. We are looking to add an organized, detail-oriented, analytical intern to our team who will support our Private Client Group at our Boca Raton branch office.
Desired Skills/Experience:
- Enrolled in an Associates or Bachelor’s degree program with a focus on Business, Finance, Economics or Accounting
- Excellent communication skills: verbal, written and interpersonal
- Intermediate Microsoft Office skills
- Must have strong analytical skills
- Capable of multitasking and has high attention to detail and accuracy
Responsibilities:
- Assist our team of Advisor’s & Client Service Associate’s as they service clients of the firm; provide support and perform tasks as a non-registered associate
- Perform clerical and administrative tasks as directed
- Research various topics including investment recommendations, asset allocations, and various wealth management strategies.
- Interact with clients under guidance and supervision of the Financial Advisor