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Operations Associate

Orion Advisor Technology

Orion Advisor Technology

Posted on Wednesday, September 13, 2023

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.

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

  • Obtain Orion Industry Certification

  • 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




Salary Range:

$17.37 - $24.46

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

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.