Teams at Orion

Provides general administrative and mail-processing support, including answering phones, scanning and logging checks, processing incoming and outgoing mail, creating operational work items, managing office inbox requests, and supporting account maintenance and client communications. The role collaborates with Operations, Client Service, Sales, and other departments, assists with training new team members, and requires at least one year of administrative experience.

Develops investment strategies, product selections, asset allocation recommendations, and tailored portfolio proposals. Reviews client portfolios, recommends rebalancing, creates portfolio analytics and market content, conducts investment due diligence, and supports advisors, clients, sales teams, analysts, and interns. Requires knowledge of capital markets, investment vehicles, portfolio management, and wealth advisory services, along with client-facing communication and applicable securities licenses.

Manages enterprise talent development and learning programs, including onboarding, mentorship, leadership training, and compliance education. Administers Workday Learning and LinkedIn Learning, coordinates training operations, designs instructional materials, develops program communications, and maintains learning dashboards and KPIs. Partners with HRIS and stakeholders to improve learning systems, program effectiveness, employee engagement, and organizational capability.