Job Description
Operations Specialists work within a collaborative team of experienced investment professionals and client service specialists to deliver operational support to the Firm's delivery of wealth management services to clients. As part of the Operations Team, this role reports to the Operations Manager and provides assistance to team members across the firm with an emphasis on quality and integrity of data.
Job Responsibilities
* Review of Orion and Salesforce for data and configuration integrity
* Daily review of transactions in Orion, and investigation and resolution of errors
* Assist colleagues in navigating systems and locating data
* Maintain real estate and private equity holdings via Orion Alternative Investments Platform
* Perform manual posting of transactions and reconciliation of holdings for non-downloading Orion portfolios
* Backup of equity and fixed income trading, settlement, securities data maintenance and posting of trades
* Provide backup support for Receptionist
Qualifications
* Experience in financial services, accounting, or similar field required
* Proficiency in Microsoft Suite; experience with Orion and Salesforce strongly preferred
* Exceptional ability to prioritize competing tasks and meet deadlines effectively
* Attention to detail and accuracy
* Ability to work both independently and collaboratively as part of a team
* Strong communication skills
* Bachelor's degree preferred
* Background check required
Please email your resume to May Mullen at
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Operations Specialist • Pasadena , CA
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