Executive Assistant

Posted 12 Days Ago
Be an Early Applicant
Omaha, NE
5-7 Years Experience
Fintech • Software • Financial Services
The Role
Provide high-level administrative support to the Chief Product Officer and Chief Technology Officer, including travel planning, expense reports, meeting preparation, and general administrative tasks. Coordinate internal and external meetings, assist with calendar management, and support executive management team. Requires strong communication skills, project management tools knowledge, and experience in administrative roles.
Summary Generated by Built In

About this Opportunity:

As an Executive Assistant, you will be responsible for providing high-level administrative support to the Chief Product Officer, and Chief Technology Officer. This position will assist with travel planning, expense reports, meeting preparation and facilitation, as well as other administrative tasks. 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; Sacramento, CA.

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: 

  • Plan and coordinate internal and external meetings including arrangements for flight, hotel, location, meeting agendas, meals, calendar coordination, and activities for attendees 

  • Prepare and submit expense reports via Workday

  • Send notification to managers of Orion employee birthdays and anniversary dates 

  • Send cards, gifts, flowers, etc., as needed 

  • Stock meeting room refrigerators and kitchen area paper products in preparation for onsite meetings

  • Support company Executive management team by coordinating calendar, booking travel arrangements and general administrative tasks

  • Prepare agendas prior to meetings as well as helps coordinates follow ups via Notion or comparable systems

  • Perform general administrative duties including filing, typing, faxing, copying, scanning, and mailing to support the Executive Management team

  • Attend meetings for purpose of taking meeting minutes and follows-up on key take-away points from meeting 

  • Assist with Orion Home Office Visits including reserve guest hotel rooms and coordinating any meals in the office

 

We're looking for talent who:

  • Has a strong understanding of project management tools, communication platforms, and other digital tools (Jira, Slack, Notion, preferred)

  • Has exceptional communication skills

  • Has exceptional calendar management and travel management skills

  • Possess minimum of a high school diploma

  • Has minimum of 5 years of executive administrative experience

  • Preferably has a solid understanding of tech terminology, tools, and systems commonly used by a CTO/CPO

  • Preferably has experience working with operations teams and/or within Financial Services industry

  • Preferably has experience coordinating event logistics

  • Obtains 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:

$22.56 - $32.73

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

Notion
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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