Operations Associate
About the role
As an Operations Associate, you will be responsible for executing all client requests post investment, relating to cash movement. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three 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.
Responsibilities
- Execute client distribution requests via custodial system
- Execute client liquidation requests via custodial system
- Execute client requested model changes in Brinker systems to ensure accounts are traded properly
- Establish systematic withdrawal plans via custodial system
- Establish systematic contribution plans via custodial system
- Establish standing payment bank instructions via custodial system
- Review custodial reporting daily to ensure Brinker Capital systems are updated properly
Requirements
- Ability to multi-task while maintaining careful attention to detail
- Ability to work with a sense of urgency to meet deadlines and address competing priorities
- Minimum high school degree or equivalent; preference for a bachelor’s degree in Business or related field
- Minimum of 1 year of experience in a related role
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills
- Client-Centric
- Effective Communication
- Innovation
- Operations Processes
- Technical Proficiency
- Time Management
- Work Collaboratively
Pay
$18.15 – $25.56 per hour. The pay listed indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.
Benefits
- 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