Trust Services Specialist

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion is seeking a Trust Services Specialist to manage daily fund and account activity for Constellation Trust Company. This hybrid role requires on-site presence three days per week and involves working with advisors to resolve client paperwork and transfer issues.

You will learn internal systems like Advisor Desktop, Orion Connect, Web Portal, Salesforce, BridgeNet, and Power Agent while delivering accurate cash and account support. A background in financial services helps you excel.

Qualifications

• High school diploma required; bachelor's degree preferred.
• Minimum 6 months customer service experience.
• 1–2 years in financial services preferred.
• Knowledge of the securities industry is required to effectively assist clients and internal teams.

Responsibilities

• Re-register mutual funds and annuities with fund/annuity companies.
• Update broker-dealer and representative information.
• Maintain ongoing contact with CTC advisors to resolve account paperwork issues.
• Identify transfer types (in-kind vs liquidations) for client terminations.
• Ensure prospectus and proxy fulfillment and post-sale processing by ADP.

Skills

Securities industry knowledge

Customer service

Stakeholder management

Effective communication

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. The role is anticipated to be 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 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 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

Recommended Skills

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

Salary Range

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.

Benefits

• 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

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.