Hybrid Operations Specialist - Client-Focused

Orion; Omaha (NE); Hybrid; USD 25,000 - 35,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Disability coverage

401(k) match

Parental leave

Pet benefits

Student loan repayment

Job summary

Orion is seeking an Operations Associate in Omaha, NE to execute client requests post-investment and manage cash movement. This hybrid role requires on-site work three days per week at an Orion office location, with preference to internal candidates based on experience and business needs.

You will process distributions and liquidations, implement model changes in Brinker systems, and set up systematic withdrawal and contribution plans.

Qualifications

• Minimum high school diploma or equivalent; bachelor’s degree preferred in business or related field.
• At least 1 year of experience in a related role.
• Ability to multi-task with attention to detail and meet deadlines.
• Strong relationship management with stakeholders at all levels.

Responsibilities

• Execute client distribution requests via custodial system.
• Execute client liquidation requests via custodial system.
• Implement model changes in Brinker systems to ensure proper trading.
• Establish systematic withdrawal plans via custodial system.
• Establish systematic contribution plans via custodial system.
• Set up standing payment instructions via custodial system.
• Review custodial reporting daily for Brinker Capital systems updates.

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

Tools

Custodial system

Job description

Orion is seeking an Operations Associate in Omaha, NE to execute client requests post-investment and manage cash movement. This hybrid role requires on-site work three days per week at an Orion office location, with preference to internal candidates based on experience and business needs.

You will process distributions and liquidations, implement model changes in Brinker systems, and set up systematic withdrawal and contribution plans.