Operations Associate: Custodial Systems & Client Planning

Jobtailor; Kentucky; On-site; USD 42,000 - 52,000; Full time

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

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