Financial Services Administrator
VirtualVocationsPlano, Texas, United Statesjob_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Services Platform Administrator.
Key Responsibilities
Administer and integrate the Orion portfolio accounting system, including user credential setup
Audit new accounts and ensure accurate data for billing, reporting, and performance tracking
Establish and maintain custodial data feeds and manage advisor escalations related to reporting
Required Qualifications
Bachelor's degree in a related field
5+ years of experience with Orion Advisor Tech or a similar platform
Demonstrates business acumen and ability to interact with senior leaders
Exceptional analytical and critical thinking skills
Detail-oriented with strong teamwork and collaboration skills
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Service Administrator • Plano, Texas, United States
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