Operations Associate

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 Grow with Orion while living its values and supporting clients 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; bachelor’s degree in Business or related field preferred Minimum of 1 year of experience in a related role Ability to own and manage stakeholder relationships directly Ability to work effectively with people at all levels in an organization Ability to work three (3) or more days each week on‑site at one of the listed office locations Must be located within a commutable distance to an office Core Competencies Demonstrates expertise in executing client distribution and liquidation requests through custodial systems, while effectively managing stakeholder relationships and ensuring accurate reporting. Capable of establishing systematic financial plans and adapting to client needs with attention to detail and urgency. Highest-signal resume keywords Custodial System Management Client Relationship Management Financial Planning Execution Attention to Detail Deadline-Oriented Hard Skills Client Distribution Execution Client Liquidation Execution Model Changes Execution Systematic Withdrawal Plans Systematic Contribution Plans Standing Payment Instructions Custodial Reporting Review Soft Skills Multi-Tasking Sense of Urgency Stakeholder Relationship Management Effective Communication Industry Keywords Financial Services Client Management Investment Management Tools & Technologies Brinker Systems Orion #J-18808-Ljbffr