Operations Associate

Orion Advisor Technology; Omaha (NE); Hybrid; USD 24,796 - 35,817; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Disability coverage

401(k) with employer match

Parental leave

Pet benefits (pawternity leave & pet保险

Student loan repayment

Job summary

Orion Advisor Technology is seeking an Operations Associate for its OCIO unit in a hybrid role. You will perform daily operational tasks, help with data entry and transaction processing, and support the Orion Platform while collaborating with teammates to reach objectives.

Requirements include attention to detail, teamwork, and strong MS Office skills, with a high school diploma and less than one year of experience. The role promotes growth within Orion and aligns with our values.

Qualifications

• Able to multi-task with strong attention to detail.
• Demonstrates effective individual and team collaboration.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong written, listening, and verbal communication skills.
• Problem-solving and organizational abilities.

Responsibilities

• Execute daily operational tasks.
• Assist in data entry and processing transactions.
• Resolve routine issues.
• Collaborate with team members to achieve goals.
• Provide basic support for the Orion Platform.

Skills

Client-Centric

Effective Communication

Innovation

Operations Processes

Technical Proficiency

Time Management

Work Collaboratively

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

About this Opportunity

As an Operations Associate for our OCIO entity, you will be responsible for executing operational tasks, assisting in data entry and transaction processing, and providing support for the Orion Platform. Collaboration and effective communication are key, as you work with team members to achieve our operational goals. We seek someone with strong attention to detail and organizational skills to grow with us. 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 daily operational tasks
• Assist in data entry and processing transactions
• Resolve routine issues
• Collaborate with team members to achieve goals
• Provide basic support for the Orion Platform

We’re looking for talent who:

• Is able to multi-task and has an attention to detail
• Has effective individual and team collaboration
• Is proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Possesses strong written, listening, and verbal communication skills
• Possesses problem-solving and organizational abilities
• Has a minimum of a high school diploma or equivalent
• Has less than one year experience
• Obtains the Orion Industry Certification
• 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.

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.