Client Operations Associate: Post-Invest Cash & Trades

Orion; Mansfield (OH); Hybrid; USD 25,000 - 34,000; Full time

Job summary

Orion is seeking an Operations Associate in Mansfield, OH. This hybrid role requires three or more days on-site at an Orion office and work within a team that handles client requests post-investment, focusing on cash movement.

You will execute distribution and liquidation requests, model changes in Brinker systems, and establish systematic withdrawal and contribution plans. The position emphasizes accuracy, urgency, and collaborative stakeholder communication.

Qualifications

• Ability to multi-task with attention to detail.
• 1 year of experience in a related role.
• Hybrid on-site role with commutable distance to office.

Responsibilities

• 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.

Skills

Client-Centric

Effective Communication

Innovation

Operations Processes

Time Management

Work Collaboratively

Education

High School Diploma or equivalent

Bachelor’s degree in Business or related field

Tools

Brinker Systems

Job description

Orion is seeking an Operations Associate in Mansfield, OH. This hybrid role requires three or more days on-site at an Orion office and work within a team that handles client requests post-investment, focusing on cash movement.

You will execute distribution and liquidation requests, model changes in Brinker systems, and establish systematic withdrawal and contribution plans. The position emphasizes accuracy, urgency, and collaborative stakeholder communication.