Operations Associate

Posted 11 Days Ago
Be an Early Applicant
2 Locations
Entry level
Fintech • Software • Financial Services
The Role
As an Operations Associate, you will execute operational tasks, assist with data entry, provide support for the Orion Platform, and collaborate with team members.
Summary Generated by Built In

About this Opportunity:

As an Operations Associate for our OCIO entity, you will be responsible for executing operational tasks, assisting in data entry and transaction processing, and providing support for the Orion Platform. Collaboration and effective communication are key, as you work with team members to achieve our operational goals. We seek someone with strong attention to detail and organizational skills to grow with us. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Provo, UT.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you’ll get to:

• Execute daily operational tasks

• Assist in data entry and processing transactions

• Resolve routine issues

• Collaborate with team members to achieve goals

• Provide basic support for the Orion Platform

We’re looking for talent who:

• Is able to multi-tasking and has an attention to detail

• Has effective individual and team collaboration

• Is proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

• Possess strong written, listening, and verbal communication skills

• Possess problem-solving and organizational abilities

• Has a minimum of a high school diploma or equivalent

• Has less than one year experience

• Obtains the Orion Industry Certification

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$19.11 - $26.90

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.

Top Skills

Excel
Microsoft Office (Word
Outlook)
PowerPoint
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The Company
HQ: Omaha, NE
1,570 Employees
On-site Workplace

What We Do

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.

Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses

• • •
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Our Social Media Disclosure: https://bit.ly/3oTnWu7

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