Qualified Plan Trading Specialist

ORION•Cincinnati, OH

2d•$21 - $30•Hybrid

About The Position

As a Qualified Plan Trading Specialist I, you will be responsible for ACH and check deposits and research, contributions, distributions, and a variety of qualified account financial transactions. This position is responsible for the timely and accurate actioning of advisor and client requests within budget according to defined service level metrics. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Requirements

Possess knowledge of investments
Has minimum of a high school diploma required
Owns and manages relationships with stakeholders directly
work effectively with people at all levels in an organization

Nice To Haves

prefer a bachelor’s degree in Business or Finance preferred, or related field

Responsibilities

Perform a good order review of all requests received into the workflow queues under current Qual Trading team
Execute all task-types in the queues under the current Qual Trading team: Loans, Off-Cycle Fees, QRedemption, Qual Systematic Redemptions, Qual Trade Internals, Trade Requests and Trade Research.
Review and process additional requests and report from our business partners daily and the Daily Recon process
Communicate with advisors via email in an effective, professional manner on requests received not in good order
Understand the complete OPS structure to function across OPS Service and OPS Operations
Assists with procedure updates