About this Opportunity:

As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company ("CTC"). 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

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:

• Work directly with the fund or annuity company to re-register mutual funds and annuities

• Update broker dealer and representative information at the fund or annuity complex

• Continuously in contact with CTC advisors to address new account paperwork issues

• Determine whether client terminations are transfer "in-kind requests" or "liquidations"

• Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP

• Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers

• Ability to learn internal and external systems such as Advisor Desktop, Orion Connect , Web Portal, Salesforce, BridgeNet, and Power Agent

• Process address changes for CTC clients

• Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC

• Perform system demonstrations to prospective clients

• Process and follow-up on new account paperwork and asset transfers for new accounts

• Process all incoming check contributions

• Determine the contribution type and enters into cash accounting system

• Confirm daily cash deposit to ensure correct deposit to the client's accounts

• Daily contact with advisors to answer questions regarding new accounts and transfers

• May perform other duties as required and assigned

We're looking for talent who:

• Has knowledge of the securities industry

• Possess good understanding of the securities industry

• Has minimum of a High school diploma and preferably a bachelor's degree in Business Administration or related field

• Obtains Orion Industry Certification

• Has minimum of 6 months customer service experience

• Preferably has minimum of 1-2 years of experience in the financial services industry

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

#LI-AP1

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Salary Range:

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.