If you like to work across business functions, check out this Subject Matter Expert role! Reporting Teams, Financial Advisors, other data focused teams and Programming - it takes all of these teams to design and audit data on reports as well as ensure reporting functions in our software are accurate and up-to-date. Join the Team!
What will you do?
Troubleshoot reporting issues; respond to inquiries; ensure accuracy of data on all reports ensuring compliance with all regulations
Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests via chat, phone and email software
Gain a complete knowledge of our Reporting capabilities as it pertains to other departments; which include, but not limited to, performance, composites, trading, billing, and web based platform reporting
Collaborates with other operations departments to research and resolve client issues and inquiries
Assists in product testing to ensure changes and enhancements to reports do not negatively affect other reports or system
Conducts training for internal employees and external clients
Ability to maintain expectations with our company's reporting standards in a high pace environment
During Quarter End, assist our general service advisors to ensure deadlines & best practices with using Orion's reporting tools are established
Maintains and upholds the standards in which have been set for our reporting capabilities and function enhancements
Regular contact with operations departments to provide assistance and guidance for projects affecting cost basis, tax reporting, performance, composites, Orion connect, trading, billing, and reporting
What do I need?
Bachelors degree in Business Administration or related field preferred
Minimum of 2 years of experience working in the financial services industry preferred
Experience with troubleshooting report related inquiries preferred
Experience in a Customer Service occupation preferred
General knowledge of back office processing; account transfers, new accounts, tax reporting, statements, corporate actions, customer services, etc.
Ability to maintain an expected confidence and comfort level while being effective in many high pressure situations with clients
Orion Industry Certification must be obtained within 90 days of employment
Lastly, we offer Day ONE Benefits, Paid Parental Leave, Sabbatical time, Tuition Reimbursement, Flexibility to WFH, and Access to Financial Planning Technology and Identity Theft Protection! #LI-LG1
