Operations Associate

Posted 5 Days Ago
Be an Early Applicant
2 Locations
In-Office
18-26 Hourly
Entry level
Fintech • Software • Financial Services
The Role
Perform daily operational tasks including data entry and transaction processing, resolve routine issues, provide basic support for the Orion Platform, collaborate with team members, and maintain stakeholder relationships while obtaining Orion Industry Certification.
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.

It is anticipated that an incumbent in this role will work as 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 currently aligned to an Orion office location 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:

  • 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

Recommended Skills:

Client-Centric, Effective Communication, Innovation, Operations Processes, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$18.15 - $25.56

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

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.

Skills Required

  • High school diploma or equivalent
  • Less than one year experience
  • Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Obtain the Orion Industry Certification
  • Provide basic support for the Orion Platform
  • Execute daily operational tasks and process transactions
  • Assist in data entry and transaction processing
  • Attention to detail and ability to multi-task
  • Strong written, listening, and verbal communication skills
  • Problem-solving and organizational abilities
  • Owns and manages relationships with stakeholders and works effectively with people at all levels
  • Client-centric mindset (recommended)
  • Effective communication (recommended)
  • Innovation and technical proficiency (recommended)
  • Time management and ability to work collaboratively (recommended)

Orion Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.

  • Leave & Time Off Breadth Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
  • Healthcare Strength Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
  • Retirement Support A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.

Orion Insights

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The Company
HQ: Wilmington, OH
1,570 Employees
Year Founded: 1999

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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