Trust Services Specialist

About this Opportunity:

As a Trust Services Specialist, you will be responsible for processing daily business for Constellation Trust Company ("CTC"). As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you'll get to:

Work directly with the fund or annuity company to re-register mutual funds and annuities

Update broker dealer and representative information at the fund or annuity complex

Continuously in contact with CTC advisors to address new account paperwork issues

Determine whether client terminations are transfer "in-kind requests" or "liquidations"

Ensure prospectus and proxy fulfillment and post-sale fulfillment is completed by ADP

Continuously in contact with CTC advisors, representatives and outside companies to facilitate incoming and outgoing transfers

Ability to learn internal and external systems such as Advisor Desktop, Orion Connect , Web Portal, Salesforce, BridgeNet, and Power Agent

Process address changes for CTC clients

Work directly with the advisor to answer questions pertaining to client accounts under ownership of CTC

Perform system demonstrations to prospective clients

Process and follow-up on new account paperwork and asset transfers for new accounts

Process all incoming check contributions

Determine the contribution type and enters into cash accounting system

Confirm daily cash deposit to ensure correct deposit to the client's accounts

Daily contact with advisors to answer questions regarding new accounts and transfers

May perform other duties as required and assigned

We're looking for talent who:

Has knowledge of the securities industry

Possess g ood understanding of the securities industry

Has minimum of a High school diploma and preferably a b achelor's degree in Business Administration or related field

Has minimum of 6 months customer service experience

Preferably has minimum of 1-2 years of experience in the financial services industry

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Asset Transfers, Client-Centric, Effective Communication, Innovation, Mutual Funds, Technical Proficiency, Time Management, Trust Services, Work Collaboratively

Salary Range:

$23.57 - $34.20 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always , push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.