Orion Administrator

5+ years of back-office experience
Responsible for increasing business efficiencies within billing & Orion systems
Intense drive to ensure high quality and minimal customer escapes
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
Support other team members with their objectives and duties if needed
Ability to work with a team of people to accomplish a common goal
Flexible work schedule when experiencing high volumes
Must have outstanding customer service skills
Must be detailed oriented and problem solving
Excellent written and verbal communication skills
Ability to work independently and exercise discretion without immediate supervision
Bachelor’s Degree, or Associate’s Degree or equivalent work experience, required
Experience using and strong competence in Microsoft Office (Outlook, Excel, Word, Teams)

Enter billing settings for new accounts for SAN
Set up held away and consolidated billing and verify the first billing was completed successfully
Entering missing data from custodian downloads
Creating new accounts
Importing alternative investment data
Responsible for weekly sync and rollup to the SAN leadership team
Creating Orion reports for the SAN sales teams
Provide support for special projects, as needed