Financial Services Platform Administrator

Alera Group

88d • $100,000 - $100,000

About The Position

Alera Group is looking for a Financial Services Platform Administrator. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Requirements

• Bachelor’s degree in a related field
• +5 years of experience working in or with Orion Advisor Tech, or a similar platform
• Strong communication skills, both written and oral, with the ability to serve as one of the recognized subject matter experts on the team
• Demonstrates business acumen and the ability to interact with senior leaders and stakeholders across multiple divisions
• Exceptional analytical and critical thinking skills are needed in this role
• Detail-oriented and adept at prioritizing and completing tasks in a fast-paced setting
• Strong teamwork and collaboration skills are essential

Responsibilities

• Administer and integrate Orion portfolio accounting system, including setup of user credentials and production codes
• Audit new accounts and ensure accurate data across systems for billing, reporting, and performance tracking
• Establish and maintain custodial data feeds (Fidelity, Schwab, Assetmark, American Funds, SEI, PCS Retirement)
• Reconcile account activity to support client performance reporting and ad-hoc leadership requests
• Manage advisor escalations related to reporting and client portal inquiries
• Maintain investment products, asset class models, and Eclipse models within Orion Connect
• Collaborate with Custodial, Investment Operations, and Transition teams to enhance workflows, support onboarding, and lead performance data migrations

Benefits

• medical insurance
• dental insurance
• life insurance
• disability insurance
• 401k
• generous paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees