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Hybrid Trading & Cost-Basis Support Specialist
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-21
Listing for:
Orion Advisor Solutions, Inc.
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Orion Advisor Solutions, Inc. is seeking a Client Support Specialist - Trading & Cost Basis to assist advisors with trading workflows reliant on accurate data and clear system behavior.
You will help clients understand how cost basis, tax lots, and transaction histories affect trading outcomes and reporting, while owning complex scenarios and collaborating with internal teams. The role is hybrid with three on-site days per week at a nearby office; domestic candidates within commutable distance
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