Department: Transfer Agency - Intermediary Operations
Hiring Manager: Jennifer Mitchell
Recruiter: Lynelle Kussie
OppenheimerFunds, Inc. is one of the nation’s largest and most respected investment management companies. OppenheimerFunds is widely recognized as a leader in educating and empowering investors and for its award-winning customer service.
Position Purpose : Support a team of approximately 8-10 cross-functional phone and processing representatives handling back office functions.
Principal Responsibilities May Include :
Build and maintain strong relationships with both internal and external clients
Oversee daily operations to maintain service level and service quality
Maintain cost within budget guidelines by managing staff levels, overtime, turnover, and other costs
Build an infrastructure of quality controls to mitigate risk on processing transactions
Managing business results within the department
Providing constructive feedback to all levels on multiple facets of information
Ability to take concerns and convert these into opportunities when appropriate, while managing accountability
Support the hiring of personnel, development of performance and training plans, monitor and evaluate performance and recommend personnel actions
Re-prioritize and be flexible with own and the teams responsibilities as issues arise
Assist in career development of representatives by providing feedback, training and coaching
Competencies For Success :
Proven track record of demonstrating, teaching and supporting the Leadership Engine behaviors
Previous experience overseeing daily operations in a processing or service environment
Awareness or knowledge of the Alternative Products preferred
Ability to work in an environment where interruptions are common, deadlines are set, detail is critical and a positive service outlook is required
Excellent interpersonal skills, verbal and written communication skills
Quick learner with good problem solving abilities and decision making skills
Must possess first-rate follow up, time management and organizational skills
Individual must present confidence as they will be responsible for communicating with large, high profile firms as well as multiple internal business partners at all levels
Series 6 and 26 license preferred or willingness to obtain
Knowledge of Microsoft applications Word, Excel, PowerPoint and Access
Employees must have been in current position for at least 6 months, have satisfactory attendance and must meet or exceed current position requirements
OFI Core Competencies
Define Vision & Focus on Results
Understand the current business context and clearly define and articulate the intended future direction for the company and department. Set challenging, realistic, outcome driven goals that reflect an exciting vision for how the Company will innovate or compete in an evolving marketplace.
Manage Change & Take Action
Challenge the current state and make a compelling case for change and drive continuous improvement to achieve future objectives. Operate with flexibility and urgency and embrace good ideas from any source. Make decisions that align with the Company’s priorities and values.
Build Relationships & Collaborate
Build high-performance teams and coalitions that are focused on addressing the needs of the business. Form and sustain valuable internal and external business relationships and networks. Collaborate productively and with integrity to achieve and deliver results
Give Feedback & Be Accountable
Provide constructive performance-shaping feedback to individuals and groups regarding the quality and effectiveness of work. Improve performance and output by assessing patterns of success and failure. Look for opportunities to coach others and make others successful. Take personal responsibility and honor commitments.
The candidate must be comfortable with continuous change and demonstrate commitment by abiding to OFI’s Corporate Values:
Since the original Oppenheimer fund was first offered to the public in 1959, OppenheimerFunds, Inc. (OFI) has grown into one of the largest...