Qualified Plan Trading Specialist

About this Opportunity As a Qualified Plan Trading Specialist I, you will be responsible for ACH and check deposits, research, contributions, distributions, and a variety of qualified account financial transactions. The position requires the timely and accurate actioning of advisor and client requests within budget according to defined service level metrics. Work is hybrid: a minimum of three (3) days each week 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. Responsibilities Perform a good order review of all requests received into the workflow queues under the current Qual Trading team. Execute all task-types in the queues under the current Qual Trading team: Loans Off-Cycle Fees QRedemption Qual Systematic Redemptions Qual Trade Internals Trade Requests and Trade Research Review and process additional requests and reports from our business partners daily and the Daily Recon process. Communicate with advisors via email in an effective, professional manner on requests received not in good order. Understand the complete OPS structure to function across OPS Service and OPS Operations. Assist with procedure updates. Qualifications Possess knowledge of investments. Minimum of a high school diploma required; a bachelor's degree in Business or Finance preferred or related field. Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization. Preferred Skills Client‑centric Effective communication Innovation Qualified retirement plan expertise Technical proficiency Time management Collaborative work Salary Salary range: $20.67 - $29.57. Benefits Orion offers a competitive benefits package that includes health, dental, vision, and disability coverage on day one; a 401(k) plan with employer match; paid parental leave; pet benefits including paternity leave and pet insurance; student loan repayment; and more. #J-18808-Ljbffr