Financial Services Administrator

Job Summary

A company is looking for a Financial Services Platform Administrator.

Key Responsibilities

• Administer and integrate the Orion portfolio accounting system, including user credential setup
• Audit new accounts and ensure accurate data for billing, reporting, and performance tracking
• Establish and maintain custodial data feeds and manage advisor escalations related to reporting

Required Qualifications

• Bachelor's degree in a related field
• 5+ years of experience with Orion Advisor Tech or a similar platform
• Demonstrates business acumen and ability to interact with senior leaders
• Exceptional analytical and critical thinking skills
• Detail-oriented with strong teamwork and collaboration skills