Intern, Reconciliation Advocate (5:30/6:00AM CST)
Orion Advisor Technology
This job is no longer accepting applications
See open jobs at Orion Advisor Technology.See open jobs similar to "Intern, Reconciliation Advocate (5:30/6:00AM CST)" TA Associates.About this Opportunity:
As a Reconciliation Advocate Intern, you will provide professional administrative and technical support for Orion. 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:
Compare and evaluate data within electronic system against electronic files
Retrieve and import transactions for all downloaded accounts
Ensure accuracy and timeliness of data
Run maintenance programs as needed or requested
Assist in setting up data connections for our advisors
Assist with projects assigned by Manager
Assist with data gathering and spreadsheet preparation for projects as assigned
Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)
Keep forms, policies, systems and other information current
Maintain files in compliance with applicable legal requirements
We’re looking for talent who:
Is knowledgeable of financial terminology
Has a minimum of a high school diploma or equivalent
Is a current Junior or Senior in school, working towards a Bachelors degree in Accounting, Finance, Economics, Business or related field
Has prior experience in an administrative or customer service role
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:
$13.37 - $18.27The 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.
This job is no longer accepting applications
See open jobs at Orion Advisor Technology.See open jobs similar to "Intern, Reconciliation Advocate (5:30/6:00AM CST)" TA Associates.