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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 The firm is seeking a Branch Operations Specialist to join their branch office in Saddlebrook, NJ or Florham Park, NJ. This role requires superior interpersonal skills as well as organizational and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a team under the leadership of the Branch Manager. This position will report to the National Branch Operations Administrator with secondary reporting to the Branch Manager. Responsibilities • Assist in maintaining the day to day operations to ensure operational excellence, • Support client onboarding process, • Maintain and process documents, • Assist with audit preparations, • Communicate effectively and efficiently with home office personnel, • Interact and support branch staff and all levels of management, • Interact on routine/sensitive matters, • Ensure that all documents are sent to home office in a timely manner, • Cross training within other positions in the Operations area, • Willing and able to take on additional tasks Qualifications: • FINRA Registration: SIE and Series 99 required (Within 6 months of hire), • Brokerage operations experience, • Strong attention to detail and accuracy, • Intermediate Microsoft Office skills, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills Compensation For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Inside salesperson Overview: We are seeking a motivated and detail oriented Entry-Level Inside Sales Administrator to support our growing sales team. This role is ideal for someone looking to start a career in sales, business development, or operations. You will play a key role in maintaining customer relationships, managing sales data, and ensuring smooth day-to-day sales processes. Key Responsibilities: Provide administrative support to the inside sales team Maintain and update customer records in CRM systems (will train) Assist with processing orders, quotes, and invoices Respond to customer inquiries in a timely manner Qualifications: High school diploma or equivalent (Associate’s or Bachelor’s degree preferred) Strong communication and interpersonal skills Basic proficiency in Microsoft Office (Excel, Word, Outlook) Highly organized with strong attention to detail Ability to multitask and prioritize in a fast-paced environment Positive attitude and willingness to learn Preferred (but not required): Previous experience in sales, customer service, or administrative roles Familiarity with CRM software (e.g., Salesforce, HubSpot) is a plus, will train. . Company DescriptionSmall electronic manufacturer.Small electronic manufacturer.

Job DescriptionSalary: At Phillip Jeffries, we believe beautiful design begins with passion, integrity, and connection. What started in 1976 as a small family business with just ten grasscloths in a New Jersey garage has grown into a global luxury brand offering more than 1,000 wallcoverings to designers and architects around the world. Through decades of growth, our values remain the foundation of everything we do. We are committed to craftsmanship, creativity, and delivering exceptional experiences at every touchpoint. We're looking for a Sales Technology Business Analyst to join our expanding IT team. As a key player, you'll be instrumental in elevating our CRM Dynamics 365 application to new heights, working alongside our Business Solution Architect.This role will be based in Fairfield, NJ. Here's the exciting part! • Innovation Hub:Dive into a role where you'll facilitate and coordinate enhancements to our cutting-edge sales systems, making data-driven decisions using the latest tools and technologies., • Collaborative Ecosystem:Engage with stakeholders, vendors, and developers to deliver top-notch solutions that enhance sales efficiency and effectiveness., • Flexibility & Convenience:Enjoy a hybrid schedule of 3 days in office and 2 days remote, offering the flexibility you crave. What You'll Be Doing Drive Business Solutions • You will work directly with stakeholders to understand how the business operates today and where it needs to go tomorrow. Through interviews, data analysis, and documentation review, youll define requirements, clarify scope, and uncover opportunities to improve how the CRM supports sales and operational workflows., • Using tools such as NAV reporting, SQL, and Power BI, youll analyze data to identify trends, patterns, and insights that inform decisionmaking. Youll prioritize recommendations based on business impact and feasibility, and clearly present findings and solutions to stakeholders and leadership. Turn Ideas into Working Solutions • Youll serve as a key connector between the business and technical teams. This includes documenting solution designs, coordinating priorities with developers, and working with vendors to ensure work is delivered on time and as expected., • From early prototypes through testing and rollout, youll help ensure solutions meet real business needs. Youll also create detailed rollout plans that define timelines, resources, and success metrics setting teams up for smooth adoption. Enable and Train Users • A solution is only successful if people know how to use it. Youll identify training needs based on user roles and responsibilities and help develop training plans that support effective adoption., • Youll create clear, userfriendly training materials such as guides, tutorials, videos, and reference documents, and deliver training sessions as needed. Youll also evaluate training effectiveness and continuously improve documentation and enablement resources. Platform Customization & Administration • As a CRM administrator and subject matter expert, youll take ownership of the platforms ongoing health and performance. Youll manage users and permissions, ensure security best practices, and perform routine maintenance such as updates, backups, and troubleshooting., • Youll customize workflows, reports, and integrations to align the platform with evolving business needs. Through reporting and usage analysis, youll identify opportunities to improve performance, adoption, and overall value. Provide SecondLevel Support • Youll help keep the system running smoothly by resolving assigned service requests within SLAs, investigating issues, and escalating when appropriate. Youll document bugs, initiate change requests, and identify recurring issues that may signal process or training gaps sharing insights with managers and stakeholders. What You Bring to the Table • Candidate must be based in New Jersey., • Must have experience with cross functionally with a Sales team., • 5+ years of experience with CRM products with the majority of experience in the Microsoft Dynamics 365 and Power Platforms, • Bachelor's Degree and/or advanced certifications in Microsoft Dynamics CRM, • Hands-on experience with Microsoft Dynamics 365 CRM modules and Power Apps technical solutions, • Work experience with Software as a Service (SaaS) and/or Platform as a Service (PaaS) environments, • Experience developing and deploying business applications using Microsofts Dynamics Power Platform, • Experience with the design of conceptual architecture and technical solutions, • Experience working with a team to deliver large, complex technology projects, • Experience with multiple full life cycle implementations of Microsoft Dynamics CRM, • Problem solving and troubleshooting skills, • Experience Interviewing users and business owners to gather requirements and write Functional Specifications, • Ability to change directions quickly and nimbly The Phillip Jeffries Experience At Phillip Jeffries, we believe exceptional work deserves exceptional care. Our commitment to creating a more beautiful world extends to how we support our team, offering thoughtfully designed benefits and meaningful perks that reflect our appreciation for your talent and time. Your Compensation Journey • Competitive salary wage ranging from $90,000 to $115,000, based on your experience and technical expertise, • Annual bonus opportunity to reward your performance, • Cost of Living increases that honor your growth and commitment, • Generous retirement plan with an automatic company contribution of approximately 10 percent with no employee match required Health Benefits That Take Care of You • Comprehensive medical coverage with employee premiums as low as $40 per month, • Coverage options for spouse, domestic partner, civil union partner, and family, • Health Reimbursement Account (HRA) to offset medical expenses, • Prescription, dental, and vision coverage to support whole-person wellness, • Flexible Spending Accounts (FSAs) for healthcare and dependent care, • Employee Assistance Program that supports your mental, financial, and physical well-being, • Pet insurance for your four-legged companions Time to Recharge • 18 paid personal days each year to relax, recharge, or travel, • Paid holidays including New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving, Christmas Eve, Christmas Day, and New Years Eve, • Additional paid time off during our annual company closure between Christmas and New Years, • Earn extra paid time off by completing your annual wellness physical, • Up to three paid days each year to give back through volunteer work Career Elevation • Structured onboarding with clear 30, 60, and 90-day milestones and continued training for long-term success Perks at Work • Exclusive employee discount on Phillip Jeffries wallcoverings to elevate your home, • Access to Working Advantage with discounts on travel, entertainment, and everyday purchases Phillip Jeffries is an Equal Opportunity Employer committed to diversity, inclusion, and equality in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law.

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement, • Training & development Job Summary: The Systems Administrator / Administrative Assistant will be responsible for data entry, IT installation and troubleshooting, and customer service. You will assist producers and CSRs by managing the agency management systems (AMS360) (Commercial/Personal Lines/Life and Benefits Accounts). PRIMARY RESPONSIBILITIES AND DUTIES Below are list of some of the responsibilities, but not limited to the following: • Customer Services include answering phones and greeting customers., • Manage AMS360 to ensure all reporting is accurate and that all policies are entered from Agency zoom., • Manage Agencyzoom to ensure that producers enter in all their premium sales into the system., • Manage QuickBooks to ensure that the Agencys Bank Reconciliations are done on a monthly basis., • Manage the accounts, notes, and passwords in the Bitwarden password storage system on a daily basis., • Enter the producers policy premiums into AMS360 to generate their commission reports on a monthly basis., • Enter in the producers commission policies into AMS360 on a daily basis before commissions., • Maintain IVANS Downloads in AMS360, and authorize the downloads every day., • Process and review insurance documentation, and ensure all documents are complete., • Take payments from customers, and process them through the ePay portal, the BILL portal, or the specific payment portal that their policy dictates., • Serve as a backup for other jobs as necessary., • Help producers and CSRs with any questions they have in regards to AMS360 and Agencyzoom., • File and maintain customer insurance files. This information is personal and confidential., • Applies and renews any Insurance Licenses the producers and CSRs have in both their resident and non-resident states, • Handle both the search process and the onboarding process for new insurance carriers, • Completes and submits applications and related documentation to appropriate insurance markets., • Identifies and develops insurance prospects and appropriate markets., • Creates and maintains client or prospect lists., • Schedule staff meetings for the entire agency in Microsoft Outlook on a monthly basis., • Schedule onboarding meetings with insurance carriers on the behalf of the entire agency in Microsoft Outlook., • Prepares, requests, and sends binders to insureds., • Educates clients concerning agency payment expectations and cancellation procedures. Retention and Continuous Marketing: • Explain coverages and exclusions and document explanations in AMS360 for future reference., • Works with clients to ensure limit and coverage adequacy., • Provides needed information and clarifications about clients to company personnel, and documents system by transaction date., • Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary., • Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals., • Review appropriate policy change requests and other account activity., • Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered., • Recommends and helps insureds carry out loss control programs, independently and with company loss control staff., • Contacts insureds to assist in collecting past due premiums or audit amounts., • Retains assigned percentage of accounts at each renewal., • Continues to develop relationships with the insured., • Accepts and handles any duties/prospects as assigned by agency management.Personal and Organizational Development:, • Participate in sales meetings., • Identifies training needs with assistance from managers. Develops a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly., • Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc., • Organize staff events., • Orders food and catering for events., • Maintain office supply inventory., • Install new office hardware such as monitors, printers, computers, phone systems, bluetooth accessories like keyboards, etc., • Fix hardware and software issues for any computers or printers that malfunction., • Mail out checks to insurance carriers, banks, or clients that we need to pay., • Mail out important documents to insurance carriers and clients when they are asked for.KNOWLEDGE, SKILLS, AND ABILITIES, • College education or equivalent insurance experience., • Adequate knowledge of the Agency Management Systems of AMS360 and Agencyzoom., • Adequate knowledge of the Bookkeeping System of Quickbooks., • Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately., • Ability to understand written and oral communication and to interpret abstract information., • Adequate knowledge of insurance products and usages., • Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists and enter into AMS360 and Agencyzoom., • Adequate knowledge of insurance markets and reference to markets., • Knowledge of insurance rating and underwriting procedures., • Ability to carry out complex tasks with concrete and abstract variables., • Ability to add, subtract, multiply, and divide whole numbers, and to perform simple calculations involving decimals and fractions with accuracy., • Ability to utilize computer programs and understand functionality., • Ability to process written and other materials visually.Working Conditions:, • High-pressured, fast-paced environment with significant telephone and personal disruption., • Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

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