Temporary Administrative Assistant

OAT Orion Advisor Technology, LLC; Lehi (UT); Híbrido; USD 32 000 - 42 000; Tempo integral

Resumo da oferta

OAT Orion Advisor Technology, LLC is seeking an Administrative Assistant to handle general administrative duties and mail processing, with backup support to the Administrative team. The role also involves training new team members in a hybrid setting.

Minimum requirements include a High School diploma or equivalent and at least 1 year of administrative experience. Candidates should be located within commuting distance and able to work on-site three days per week.

Qualificações

• High School diploma or equivalent required.
• At least 1 year of administrative experience expected.
• Strong communication and organizational skills are essential.

Responsabilidades

• Answer phones and relay messages.
• Logging and scanning checks.
• Process outgoing and incoming mail.
• Create all work items to start the Operations process - to include account maintenance items, money movement requests and new accounts.
• Interact effectively with multiple departments including Operations, Client Service and Sales.
• Process requests sent to Office Admin inbox.
• This includes printing letters to clients, updating work items and assisting internal groups with questions.

Conhecimentos

Client-Centric

Data Entry

Effective Communication

Innovation

Office Administration

Technical Proficiency

Time Management

Work Collaboratively

Formação académica

High School diploma or equivalent

Descrição da oferta de emprego

About this Opportunity:

As an Administrative Assistant, you will be responsible for general administrative duties and mail processing. This position will aid in operations processes and will provide backup support to the Administrative team. The Administrative Assistant will also assist in the training of new team members. 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:

• Answer phones and relay messages
• Logging and scanning checks
• Process outgoing and incoming mail
• Create all work items to start the Operations process - to include account maintenance items, money movement requests and new accounts
• Interact effectively with multiple departments including Operations, Client Service and Sales
• Process requests sent to Office Admin inbox.
• This includes printing letters to clients, updating work items and assisting internal groups with questions

We're looking for talent who:

• Has minimum of a High School diploma or equivalent
• Has minimum of 1 year of experience in administration
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1 #LI-Onsite #LI-Hybrid

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.

Recommended Skills

• Client-Centric
• Data Entry
• Effective Communication
• Innovation
• Office Administration
• Technical Proficiency
• Time Management
• Work Collaboratively

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.