Operations Associate

Orion Advisor Solutions, Inc.; Northern (KY); Hybrid; USD 25,000 - 35,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Disability coverage on day one

401(k) match

Paid parental leave

Pet benefits (pawternity leave)

Job summary

Orion Advisor Solutions, Inc. is seeking an Operations Associate to handle post-investment client requests, including cash movements and system-driven actions.

This hybrid role requires three or more days on-site weekly at a nearby office, with commute considerations for local candidates. You will execute distributions, liquidations, and model changes in Brinker and custodial systems, while setting up systematic withdrawal and contribution plans and reviewing daily custodial reports.

Qualifications

• Minimum high school degree or equivalent; bachelor's degree preferred.
• At least 1 year of experience in a related role.
• Ability to multitask with attention to detail and a sense of urgency to meet deadlines.

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 preferred

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

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.

• 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
• 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. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what's possible to help our clients bring life to their vision for success.

If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.