Job description
The Operations Associate is responsible for processing new business and service requests to ensure that all items are addressed in an efficient, compliant, and organized manner, as well as completing ad-hoc procedural and organizational projects as needed.
Essential Functions of the Job
- Conduct IGO/NIGO review of requests submitted by advisory teams.
- Maintain proper naming, organization, and categorization of files and digital requests.
- Support advisory teams by providing information, status, and feedback on submissions, and coaching them through the correction NIGO items when necessary.
- Follow up in a timely manner to ensure all items move forward accurately and efficiently, avoiding trade errors or unprocessed items.
- Assist in maintaining a clean Orion database by confirming accurate correlation between data/trading status in Orion vs. new account and service request submissions.
- Other projects as requested, generally involving client account data and custodian information.
Education Needed to Perform the Job
- High School Diploma or GED required
- Minimum of a bachelor’s degree in Business or related field preferred.
- Orion Industry Certification must be obtained
Experience Needed to Perform the Job
- Minimum of 1 years of experience in related role preferred
- Prior experience in Investments/Financial Services preferred
- Prior experience in paperwork processing, and/or customer service and support preferred
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Salary Range:
$17.74 - $24.09
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
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
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