Orion is a company that values support and innovation in the financial services industry. As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company, including managing mutual fund and annuity transactions and addressing client inquiries.
Responsibilities
- Work directly with the fund or annuity company to re-register mutual funds and annuities
- Update broker dealer and representative information at the fund or annuity complex
- Continuously in contact with CTC advisors to address new account paperwork issues
- Determine whether client terminations are transfer "in-kind requests" or "liquidations"
- Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP
- Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers
- Ability to learn internal and external systems such as Advisor Desktop, Orion Connect , Web Portal, Salesforce, BridgeNet, and Power Agent
- Process address changes for CTC clients
- Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC
- Perform system demonstrations to prospective clients
- Process and follow-up on new account paperwork and asset transfers for new accounts
- Process all incoming check contributions
- Determine the contribution type and enters into cash accounting system
- Confirm daily cash deposit to ensure correct deposit to the client's accounts
- Daily contact with advisors to answer questions regarding new accounts and transfers
- May perform other duties as required and assigned
Skills
- Knowledge of the securities industry
- Good understanding of the securities industry
- Minimum of a High school diploma
- Minimum of 6 months customer service experience
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
- Bachelor's degree in Business Administration or related field
- Minimum of 1-2 years of experience in the financial services industry
Benefits
- Health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment and more
Company Overview
- Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.