About This Job Opportunity:
As a Wealth Advisory Onboarding Associate you will provide back-office support to financial advisors on behalf of Wealth Advisory. Specific duties will include, but not be limited to, the completion of paperwork to facilitate the transfer of assets, sending DocuSign requests to obtain authorized signatures, and completing administrative projects in support of the Wealth Advisory team. The Onboarding Associate will need to work independently while supporting members of the Wealth Advisory team. 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.
Essential Functions of the Job
- Serve as a key point of contact to new wealth management teams throughout their transition and integration into Orion
- Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiates and submits new account and account transfer requests, completes post account setup requirements, conducts a thorough final sign-off to ensure timely and accurate results
- Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition
- Provide direct training support on certain systems, policies, and procedures
- Research and responds to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided
- Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc.
- Provide back-office and administrative support to the Wealth Advisory team by assisting with paperwork population and providing statuses of new account and cashiering items
- Review and work to improve current processes and procedures of the Wealth Advisory team
- Provide feedback to the team for continued improvements
- Provide status updates to management as required
- Assist in project work as needed
We're looking for talent who:
- Ability to multi-task while maintaining careful attention to detail
- Ability to work effectively both individually and within a team environment
- Ability to work with a sense of urgency to meet deadlines and address competing priorities
- Minimum of a Bachelor’s degree in Business, Finance, or related field
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
- Minimum 3 years of back-office experience preferred within the financial services industry.
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Client-Centric, Effective Communication, Innovation, Onboarding, Technical Proficiency, Time Management, Wealth Advisory Services, Work CollaborativelySalary Range:
$23.57 - $34.20The 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
- Bachelor's degree in Business, Finance, or a related field
- Ability to multitask while maintaining careful attention to detail
- Ability to work effectively independently and within a team environment
- Ability to work with a sense of urgency, meet deadlines, and manage competing priorities
- Ability to own and manage stakeholder relationships across organizational levels
- At least 3 years of back-office experience, preferably in financial services
- Ability to work onsite at least three days per week from a commutable office location
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.
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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.
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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.
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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
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
