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Hybrid Operations Associate: Client Cash & Investments
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-09-07
Listing for:
Orion Advisor Technology
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
Orion Advisor Technology is seeking an Operations Associate to manage client cash movements and post-investment requests. This hybrid role requires on-site work three days per week at a local office, within commuting distance.
The role supports custodial operations and reporting for Brinker Capital systems. You will execute distribution and liquidation requests, implement model changes, and establish systematic withdrawal and contribution plans, along with standing payment instructions, while
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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