Overview
Orion Administrator Jobs in Houston, TX at Larson Financial Group, LLC
Full Job Description
Description:
Larson Financial Holdings, LLC, is looking for a dedicated and motivated self-starter that is an experienced Orion system administrator. The ideal candidate has experience in the financial services industry working in the investments billing administration environment.
The Orion Administrator will be a member of the Investments team working strictly with Larson’s Schwab (SAN) lines of business. This role will support the Portfolio Billing team by entering, updating, and verifying account details in Orion.
Requirements:
Duties/Tasks:
Enter billing settings for new accounts for SAN
Set up held away and consolidated billing and verify the first billing was completed successfully
Entering missing data from custodian downloads
Creating new accounts
Importing alternative investment data
Responsible for weekly sync and rollup to the SAN leadership team
Creating Orion reports for the SAN sales teams
Provide support for special projects, as needed
Skills and Behaviors:
5+ years of back-office experience
Responsible for increasing business efficiencies within billing & Orion systems
Intense drive to ensure high quality and minimal customer escapes
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
Support other team members with their objectives and duties if needed
Ability to work with a team of people to accomplish a common goal
Flexible work schedule when experiencing high volumes
Must have outstanding customer service skills
Must be detailed oriented and problem solving
Excellent written and verbal communication skills
Ability to work independently and exercise discretion without immediate supervision
Experience/Education:
Bachelor’s Degree, or Associate’s Degree or equivalent work experience, required
Must have experience in Orion system administration
Experience using and strong competence in Microsoft Office (Outlook, Excel, Word, Teams)
Experience with Salesforce (or equivalent CRM)
Larson offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Paid time Off (128 hours after 90 days)
Holiday Pay (10 Holidays)
Training & Education
ER Events, Awards, Activities
Title: Orion Administrator
Company: Larson Financial Group, LLC
Location: Houston, TX
Category:
