Operations Associate
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Overview
Job Description
About this Opportunity:
As an Operations Associate, you will be responsible for executing all client requests post investment, relating to cash movement. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
Execute client distribution requests via custodial system
Execute client liquidation requests via custodial system
Execute client requested model changes in Brinker systems to ensure accounts are traded properly
Establish systematic withdrawal plans via custodial system
Establish systematic contribution plans via custodial system
Establish standing payment bank instructions via custodial system
Review custodial reporting daily to ensure Brinker Capital systems are updated properly
We're looking for talent who:
Has ability to multi-task while maintaining careful attention to detail
Posses ability to work with a sense of urgency to meet deadlines and address competing priorities
Has minimum high school degree or equivalent and prefer a bachelor's degree in Business or related field
Has minimum of 1 years of experience in related role
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Client-Centric, Effective Communication, Innovation, Operations Processes, Technical Proficiency, Time Management, Work Collaboratively
Salary Range:
$18.15 - $25.56
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
