OppenheimerFunds (“OFI”) Transfer Agency Processing team is looking for a Processing Associate to join our award-winning team, to help us in continuing to provide an exceptional experience for our clients. If you are a professional who is self-motivated, and looking to build a career in the financial services industry working with our shareholders and broker/dealers, this is an excellent entry into the organization!

You are a coachable individual, you pay high attention to detail, are collaborative and have follow-through. You have a passion for analytical work requiring problem solving and process improvement skills to ensure you provide your clients with an excellent experience. You will represent OFI as a valued team member ensuring the continuous awarding of honors to our Transfer Agency Processing team.

This is an excellent opportunity for a recent college graduate, or a seasoned individual looking for a new career track, to get in to a remarkable organization that is embracing transformation. You will have an opportunity for continuous learning, and upward mobility within the organization.

Responsibilities & Deliverables:

• Negotiate and process both outgoing and incoming monetary and non-monetary functions including redemptions, outgoing trustee, required minimum distributions, transfers, purchases, and setting up new accounts
• Use strong technical knowledge, and excellent problem solving skills to ensure transactions are processed correctly
• While meeting your individual performance standard, you will contribute to and enhance the team's performance by sharing information with colleagues, effectively using resources and offering alternatives to common problems, formulating and submitting ideas to supervisors, and contributing to a harmonious and professional work environment
• Create a positive customer experience using excellent written, oral and follow-up communication skills

• Strong attention to detail; able to identify opportunities for process improvement and a major focus on quality
• Ability to think creatively and innovatively and appropriately challenge the status quo
• Strong PC skills, in a windows-based environment. Ability to effectively learn and use new applications frequently
• Quantifiable ability to show detail orientation
• Ability to work a standard work-week between the hours of 6:00AM-6:00PM

NICE TO HAVE

• Fluently Bi-Lingual in Spanish/English

This position starts in June 2018

OppenheimerFunds is a leading global asset manager dedicated to serving the diverse needs of our clients that range from institutions to financial advisors to individual investors.