Operations Associate

Orion Advisor Technology; Kentucky; Hybrid; USD 38,000 - 53,000; Full time

Benefits offered by this job

Health Insurance (Day 1) with dental &

401(k) with company match

Paid parental leave

Pet benefits & pawternity leave

Student loan repayment

Job summary

Orion Advisor Technology is seeking an Operations Associate to manage client cash movements and post-investment requests. This hybrid role requires on-site work three days per week at a local office, within commuting distance.

The role supports custodial operations and reporting for Brinker Capital systems. You will execute distribution and liquidation requests, implement model changes, and establish systematic withdrawal and contribution plans, along with standing payment instructions, while

Qualifications

• High school diploma or equivalent required; bachelor’s in Business preferred.
• At least 1 year in a related role.
• Ability to manage stakeholder relationships across levels.

Responsibilities

• Execute client distribution requests via custodial system.
• Execute client liquidation requests via custodial system.
• Apply 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 for updates.

Skills

Multi-tasking

Attention to detail

Urgency & deadlines

Stakeholder management

Time management

Collaboration

Education

High school diploma or equivalent

Bachelor’s degree in Business or related field

Tools

Brinker systems

Custodial system

Job description

About this Opportunity:

As an Operations Associate, you will be responsible for executing all client requests post investment, relating to cash movement. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you'll get to:

• 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

We're looking for talent who:

• Has ability to multi-task while maintaining careful attention to detail
• Posses ability to work with a sense of urgency to meet deadlines and address competing priorities
• Has minimum high school degree or equivalent and prefer a bachelor’s degree in Business or related field
• Has minimum of 1 years of experience in related role
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Client-Centric, Effective Communication, Innovation, Operations Processes, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$18.15 - $25.56

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

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.