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Executive Assistant

Orion Advisor Technology

Orion Advisor Technology

Administration
Multiple locations
Posted on Sep 7, 2024

About this Opportunity:

As an Executive Assistant, you will be responsible for providing high-level administrative support to the Chief Product Officer, and Chief Technology Officer. This position will assist with travel planning, expense reports, meeting preparation and facilitation, as well as other administrative tasks. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:

Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Sacramento, CA; Hebron, KY

For Internal Candidates:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

  • Plan and coordinate internal and external meetings including arrangements for flight, hotel, location, meeting agendas, meals, calendar coordination, and activities for attendees

  • Prepare and submit expense reports via Workday

  • Send notification to managers of Orion employee birthdays and anniversary dates

  • Send cards, gifts, flowers, etc., as needed

  • Stock meeting room refrigerators and kitchen area paper products in preparation for onsite meetings

  • Support company Executive management team by coordinating calendar, booking travel arrangements and general administrative tasks

  • Prepare agendas prior to meetings as well as helps coordinates follow ups via Notion or comparable systems

  • Perform general administrative duties including filing, typing, faxing, copying, scanning, and mailing to support the Executive Management team

  • Attend meetings for purpose of taking meeting minutes and follows-up on key take-away points from meeting

  • Assist with Orion Home Office Visits including reserve guest hotel rooms and coordinating any meals in the office

We're looking for talent who:

  • Has a strong understanding of project management tools, communication platforms, and other digital tools (Jira, Slack, Notion, preferred)

  • Has exceptional communication skills

  • Has exceptional calendar management and travel management skills

  • Possess minimum of a high school diploma

  • Has minimum of 5 years of administrative or clerical experience

  • Preferably has a solid understanding of tech terminology, tools, and systems commonly used by a CTO/CPO

  • Preferably has experience working with operations teams and/or within Financial Services industry

  • Preferably has experience coordinating event logistics

  • Obtains Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$22.56 - $32.73

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.