Trust Services Specialist

orionadvisor; Omaha (NE); Hybrid; USD 32,000 - 47,000; Full time

Job summary

Orion seeks a Trust Services Specialist to support Constellation Trust Company by handling registrations, transfers, and account paperwork. The role requires collaboration with advisors and external parties, ensuring accurate processing and timely updates across systems.

Hybrid work with on-site days to support client accounts. Ideal candidates have knowledge of the securities industry, at least 6 months of customer service, and a background in finance or business administration.

Qualifications

• Has knowledge of the securities industry
• Has good understanding of the securities industry
• Has minimum of a High school diploma and preferably a bachelor's degree in Business Administration or related field
• Has minimum of 6 months customer service experience
• Preferably has minimum of 1-2 years of experience in the financial services industry
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Responsibilities

• Work directly with the fund or annuity company to re-register mutual funds and annuities
• Update broker dealer and representative information at the fund or annuity complex
• Continuously in contact with CTC advisors to address new account paperwork issues
• Determine whether client terminations are transfer in-kind requests or liquidations
• Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP
• Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
• Process address changes for CTC clients
• Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
• Process and follow-up on new account paperwork and asset transfers for new accounts

Skills

Asset Transfers

Client-Centric

Effective Communication

Innovation

Mutual Funds

Technical Proficiency

Time Management

Trust Services

Work Collaboratively

Education

High school diploma

Bachelor's degree in Business Administration or related field

Tools

Advisor Desktop

Orion Connect

Web Portal

Salesforce

BridgeNet

Power Agent

Job description

About this Opportunity:

As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company ("CTC"). 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:

• Work directly with the fund or annuity company to re-register mutual funds and annuities
• Update broker dealer and representative information at the fund or annuity complex
• Continuously in contact with CTC advisors to address new account paperwork issues
• Determine whether client terminations are transfer "in‑kind requests" or "liquidations"
• Ensure prospectus and proxy fulfillment and post‑sale fulfillment is completed by ADP
• Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
• Ability to learn internal and external systems such as Advisor Desktop, Orion Connect , Web Portal, Salesforce, BridgeNet, and Power Agent
• Process address changes for CTC clients
• Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
• Perform system demonstrations to prospective clients
• Process and follow‑up on new account paperwork and asset transfers for new accounts
• Process all incoming check contributions
• Determine the contribution type and enters into cash accounting system
• Confirm daily cash deposit to ensure correct deposit to the client's accounts
• Daily contact with advisors to answer questions regarding new accounts and transfers
• May perform other duties as required and assigned

We're looking for talent who:

• Has knowledge of the securities industry
• Possess g ood understanding of the securities industry
• Has minimum of a High school diploma and preferably a b achelor's degree in Business Administration or related field
• Has minimum of 6 months customer service experience
• Preferably has minimum of 1-2 years of experience in the financial services industry
• 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:

• Asset Transfers
• Client-Centric
• Effective Communication
• Innovation
• Mutual Funds
• Technical Proficiency
• Time Management
• Trust Services
• Work Collaboratively

Salary Range:

$23.57 - $34.20 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.