Orion Advisor Technology
About this Opportunity: As an Advocate I, you will be responsible for maintaining high standards of customer service to assigned clients of Orion. This position will work closely with other service team members to ensure the services received by the…
About this Opportunity The Tax Director is responsible for all aspects of Orion’s corporate tax function including tax reporting, compliance and advising on tax related issues. This position will develop and implement strategies to minimize tax liability and ensure compliance…
About this Opportunity: As a SME Trading Product Specialist, you will be responsible for servicing clients and client support staff by implementing and using the Orion system to improve trade execution. As we continue to evolve and live our Orion…
About this Opportunity: As an Operations Specialist, you will be responsible for new account establishment, initiating transfers, general account administration, and a variety of financial transactions. This position is responsible for the timely and accurate actioning of advisor and client…
About this Opportunity: As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values,…
About this Opportunity: As a Cost Basis Specialist I, you will be responsible for maintaining the accuracy and completion of cost basis and tax lot reporting for all accounts maintained by Orion. In addition, this role is responsible for ensuring…