Hybrid Operations Associate – Cash & Client Services

Orion; Philadelphia (Philadelphia County); Hybrid; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

401(k) match

Parental leave

Pet benefits

Student loan repayment

Job summary

Orion is seeking an Operations Associate to execute client requests post-investment, focusing on cash movement and related custodial processes. This role will ensure accurate and timely distributions and settlements while supporting Brinker systems. The position is Hybrid, requiring three or more on-site days each week at an Orion office.

Candidates should reside within commuting distance to an Orion office. Internal candidates may be considered based on location and needs.

Qualifications

• Has minimum high school degree or equivalent
• Has minimum of 1 year of experience in related role
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

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

Technical Proficiency

Time Management

Work Collaboratively

Education

High School Diploma or Equivalent

Bachelor’s Degree in Business or Related Field (preferred)

Job description

Orion is seeking an Operations Associate to execute client requests post-investment, focusing on cash movement and related custodial processes. This role will ensure accurate and timely distributions and settlements while supporting Brinker systems. The position is Hybrid, requiring three or more on-site days each week at an Orion office.

Candidates should reside within commuting distance to an Orion office. Internal candidates may be considered based on location and needs.