Operations Associate

Jobtailor

Kentucky

On-site

USD 42,000 - 52,000

Full time

9 days ago

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Job summary

Jobtailor seeks a detail‑driven professional to execute client distribution and liquidation requests in custodial systems, and to implement client-requested model changes in Brinker systems to ensure accounts trade properly. You will establish systematic withdrawal and contribution plans, review custodial reporting daily, and maintain strong stakeholder relationships.

This on‑site role requires on‑site presence several days weekly and a commitment to accuracy, urgency, and client service in a

Qualifications

Ability to multi-task while maintaining careful attention to detail.
Ability to work with a sense of urgency to meet deadlines and address competing priorities.
Minimum high school degree or equivalent; bachelor’s degree in Business or related field preferred.
Minimum of 1 year of experience in a related role.
Ability to own and manage stakeholder relationships directly.
Ability to work effectively with people at all levels in an organization.
Ability to work three (3) or more days each week on-site at one of the listed office locations.
Must be located within a commutable distance to an 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
Grow with Orion while living its values and supporting clients

Skills

Attention to detail

Multi-tasking

Urgency-driven

Stakeholder relationship management

Effective communication

Education

High school diploma or equivalent

Bachelor's degree in Business or related field preferred

Tools

Brinker Systems

Orion

Job description

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
Grow with Orion while living its values and supporting clients

Requirements

Ability to multi-task while maintaining careful attention to detail
Ability to work with a sense of urgency to meet deadlines and address competing priorities
Minimum high school degree or equivalent; bachelor’s degree in Business or related field preferred
Minimum of 1 year of experience in a related role
Ability to own and manage stakeholder relationships directly
Ability to work effectively with people at all levels in an organization
Ability to work three (3) or more days each week on‑site at one of the listed office locations
Must be located within a commutable distance to an office

Core Competencies

Demonstrates expertise in executing client distribution and liquidation requests through custodial systems, while effectively managing stakeholder relationships and ensuring accurate reporting. Capable of establishing systematic financial plans and adapting to client needs with attention to detail and urgency.

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