Orion

Onboarding Coordinator

Orion

full-time

Posted on:

Location Type: Hybrid

Location: Lehi • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $21 - $30 per hour

Job Level

Junior

About the role

  • coordinating and project managing the initial onboarding of new clients of Orion
  • serve as primary point of contact between customer, Onboarding Project Managers, Managers and Analysts, Orion Programming, Sales and Tech Support
  • work with the sales team to help coordinate the initial setup and determining when the advisor is ready to start their onboarding process
  • review Schedule D with client and answers any applicable questions
  • research initial aspects of advisor's practice to be used in onboarding process
  • ensure accuracy of master client list and data feed interface setup projects
  • hold client accountable to timelines set by Onboarding team for delivery of items
  • process client requests regarding master client list or interface changes
  • make decisions based on facts and circumstances for committing Orion resources to meet advisor’s timeline
  • obtain required information from advisors and custodians
  • track and maintain interactions via Salesforce

Requirements

  • knowledge and understanding of project management concepts and discipline
  • preferably knowledge and understanding of Salesforce CRM
  • advanced knowledge and understanding of Orion Connect system
  • able to exercise appropriate judgment, reasoning and decision-making
  • able to troubleshoot issues utilizing creative and critical/analytical thinking skills
  • possess effective written, listening and verbal communication skills including the ability to communicate technical information to nontechnical personnel
  • minimum of a bachelor's degree in Business Administration, Finance or related field
  • preferably a minimum of 1 year of project management or coordinating experience
  • preferably a minimum of 1 year of experience in Account Manager role or any position at Orion
  • preferably experience working within financial services, technology, or customer service industries
  • owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
  • health, dental, vision, and disability coverage on day one
  • 401(k) plan with employer match
  • paid parental leave
  • pet benefits including pawternity leave and pet insurance
  • student loan repayment and more
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementSalesforce CRMOrion Connect systemdata feed interface setupclient onboardingtroubleshootinganalytical thinkingdecision-making
Soft Skills
communication skillslistening skillsverbal communicationwritten communicationjudgmentreasoningrelationship managementstakeholder management
Certifications
bachelor's degree in Business Administrationbachelor's degree in Finance