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Intern, Reconciliation Advocate

Orion Advisor Solutions LLC Omaha, NE
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About this Opportunity:

As a Reconciliation Advocate Intern, you will provide professional administrative and technical support for Orion. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.

In this role, youll get to:

  • Compare and evaluate data within electronic system against electronic files

  • Retrieve and import transactions for all downloaded accounts

  • Ensure accuracy and timeliness of data

  • Run maintenance programs as needed or requested

  • Assist in setting up data connections for our advisors

  • Assist with projects assigned by Manager

  • Assist with data gathering and spreadsheet preparation for projects as assigned

  • Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)

  • Keep forms, policies, systems and other information current

  • Maintain files in compliance with applicable legal requirements

Were looking for talent who:

  • Is knowledgeable of financial terminology

  • Has a minimum of a high school diploma or equivalent

  • Is a current Junior or Senior in school, working towards a Bachelors degree in Accounting, Finance, Economics, Business or related field

  • Has prior experience in an administrative or customer service role

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$13.37 - $18.27

The 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 parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.

Date Posted April 26, 2024
Date Closes May 26, 2024
Requisition R1542
Located In Omaha, NE
SOC Category 00-0000.00
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