Operations Specialist - Advisory Support

Sanctuary Wealth•Indianapolis, IN

22h•$80,000 - $85,000•Onsite

About The Position

The Advisory Ops Support Specialist is responsible for all monthly Orion advisory and manager fee billing for approximately $14B in AUM. The ideal candidate possesses advanced database management skills, with experience working in Orion. Orion is Sanctuary Wealth’s performance reporting solution and functions as a data aggregator within the billing platform. This key role has ownership of the billing process with the ability to recommend process improvements, as needed. The ideal candidate has worked in FinTech, preferably in Wealth Management.

Requirements

Experience with operational platforms such as Schwab, Pershing, Fidelity, Goldman and Orion
Intermediate to advanced Excel spreadsheet proficiency – position weighs heavily on Excel functions/formulas
Positive attitude, excellent work ethic and team player
Ability to work in a fast-paced environment and take accountability for performance/work product
Ability to complete other functions as assigned within Operations, as needed
Polished oral and written communication skills
Bachelor’s Degree or combination of industry experience and education required
2+ years’ experience working in the independent financial services space

Nice To Haves

FINRA Licensed 7, 66 or 63 (or willingness to attain) preferred

Responsibilities

Review and prepare accounts in Orion for monthly billing process
Applying fee schedules to accounts in Orion
Complete daily, weekly, and monthly audits in accordance with billing and financial regulatory requirements
Coordinate and execute successful billing onboarding for new advisors
Train, implement, and enforce best practices with regard to advisory fee billing
Assist with other departmental projects when necessary