Primary Responsibilities
As a member of the operations team your responsibilities would include the following activities:
Support the project team by maintaining a clearly defined project plan. This includes:
Organized updates on statuses for all project related tasks
Realistic and defined due dates and dependencies
Managing follow ups and delegation of tasks throughout the project
Support the integration of new advisors onto the Orion system. This includes:
Establish the clients / accounts
Link to custodians
Analyze the conversion of history (transactions, balances and performance)
Reconcile outliers pertaining to the historical conversion
Populate custom fields
In conjunction with users, create and test client packages
Assist in user setup and training
During the life of the project, serve as a point of contact for all operations questions for advisor teams, and third-party solution providers
Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.
Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
Ensure the existence of adequate internal controls and compliance with regulatory requirements
Assist with improvement projects, ad-hoc projects and complete assigned research projects
Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies
Primary Responsibilities
Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.
Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.
An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
Team player who welcomes feedback with the goal of continuous improvement.
Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
Proficiency in technology/applications a must – experience with excel required
Bachelor’s degree in Business or related field required
1-3 years related investment services industry experience preferred
Experience with portfolio accounting and performance management software such as Orion a plus
Experience with project management a plus
Compensation Range:
$80,000-90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.