Orion Administrator Position Available In Greenwood, South Carolina

Job Description:

Description:

Larson Financial Holdings, LLC, is looking for adedicated and motivated self-starter that is an experienced Orionsystem administrator. The ideal candidate has experience in thefinancial services industry working in the investments billingadministration environment. The Orion Administrator will be amember of the Investments team working strictly with Larson’sSchwab (SAN) lines of business. This role will support thePortfolio Billing team by entering, updating, and verifying accountdetails in Orion.

Requirements:

Duties/Tasks:

Enter billingsettings for new accounts for SAN Set up held away and consolidatedbilling and verify the first billing was completed successfullyEntering missing data from custodian downloads Creating newaccounts Importing alternative investment data Responsible forweekly sync and rollup to the SAN leadership team Creating Orionreports for the SAN sales teams Provide support for specialprojects, as needed

Skills and Behaviors:

5 years of back-officeexperience Responsible for increasing business efficiencies withinbilling & Orion systems Intense drive to ensure high quality andminimal customer escapes Ability to maintain confidentiality ofinformation Ability to coordinate multiple tasks and priorities ina fast-paced environment Support other team members with theirobjectives and duties if needed Ability to work with a team ofpeople to accomplish a common goal Flexible work schedule whenexperiencing high volumes Must have outstanding customer serviceskills Must be detailed oriented and problem solving Excellentwritten and verbal communication skills Ability to workindependently and exercise discretion without immediate supervision

Experience/Education:

Bachelor’s Degree, or Associate’s Degree orequivalent work experience, required Must have experience in Orionsystem administration Experience using and strong competence inMicrosoft Office (Outlook, Excel, Word, Teams) Experience withSalesforce (or equivalent CRM) Larson offers a generous employeebenefits & 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 VisionInsurance ER PD Life, Disability & EAP Insurance Paid time Off (128hours after 90 days) Holiday Pay (10 Holidays) Training & EducationER Events, Awards, Activities PI9fbee2b219df-37456-37938088