Financial Services Administrator

A company is looking for a Financial Services Platform Administrator.

Key Responsibilities

Administer and integrate the Orion portfolio accounting system, including user credential setup

Audit new accounts and ensure accurate data for billing, reporting, and performance tracking

Establish and maintain custodial data feeds and manage advisor escalations related to reporting

Required Qualifications

Bachelor's degree in a related field

5+ years of experience with Orion Advisor Tech or a similar platform

Demonstrates business acumen and ability to interact with senior leaders

Exceptional analytical and critical thinking skills

Detail-oriented with strong teamwork and collaboration skills