20 days old

Data Recon Specialist

Orion Advisor Solutions LLC
Omaha, NE 68102
  • Job Code
Position at Orion Advisor Technology

Do you enjoy delivering a great customer experience and interacting with customers? Do you have a knack for digging into problems and constantly expanding your knowledge? If you answered yes, Orion may be a great fit for you!

The Data Recon Specialist is responsible for maintaining high standards of customer service to all clients, resolving issues, ensuring the client database reflects accurate and up-to-date information and maintaining the data integrity in the various client databases.
What does this role entail?

  • Show a passion for assisting customers and communicating in a professional manner.
  • Possess a strong ability to assimilate new information and accurately convey instructions and ideas over a variety of media and systems.
  • Train and assists advisors in growing their business by highlighting additional features which would enhance the Advisor's experience and allow them to fully leverage the Orion system.
  • Troubleshoots and resolves account balance and transaction errors.
  • Runs audit reports within client databases to inspect data and fix issues as needed.
  • Reconciles scrub audits across Orion customer databases.
  • Audits performance runs on client accounts highlighting unusual performance numbers; reviews and remedies all data issues discovered.

Education and Experience:
  • High school diploma required; Bachelors degree in Business Administration or related field preferred
  • Orion Industry Certification must be obtained within 90 days of employment
  • Minimum of 1-2 years in a role with accounting preferred, problem solving or analytical-related experience or 1 years of experience within Orion
  • Consistently exemplifies Orion's 5 core values: One Orion, Client Obsessed, Growth Focused, Fearless, Entrepreneurial Spirit
  • Experience in financial services industry preferred

Lastly, we offer Day One Benefits, Paid Parental Leave, Sabbatical Time, Tuition Reimbursement, Access to Financial Planning Technology and Identity Theft Protection!


Posted: 2020-10-04 Expires: 2020-11-02
Sponsored by:
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Sponsored by:
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Data Recon Specialist

Orion Advisor Solutions LLC
Omaha, NE 68102

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