Fulfillment Associate (Part Time)

Job Description:

​About this Opportunity:

As a Fulfillment Associate, you will perform day-to-day functions within the Fulfillment team in order to service clients and advisors. Work items include reviewing and processing all incoming mail through accurate scanning and distribution into workflow within defined service metrics, coordinating outbound marketing material by assembling advisor requests/shipment orders and properly metering outgoing mail using UPS and USPS services. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Candidates must work in-office 5 days a week at Hebron, KY office.

In this role, you'll get to:

• Open, prepare and scan incoming mail and fax correspondence into imaging system

• Ensure all outgoing mail is properly metered and delivered to post office including Welcome Letters for new clients.

• Coordinate the preparation and delivery of requested marketing kits

• Log and scan checks for automated check deposits (Check 21)

• Ensure transaction requests meet internal and regulatory good order requirements

• Coordinate the resolution of servicing issues in a teamwork environment

• Process daily work in all aspects of servicing advisors and clients including timely call servicing and account management functions.

• Ensure all work is processed accurately, on time, and within budget according to defined service level metrics

• Provide feedback to the team for continued improvements

• Provide status updates to management as required

• Interact and partner effectively for all processing issues, metrics, and coordinated activities across all appropriate internal business teams

• Execute testing as required for business projects

• Cross-train as required to support all team activities and backup team members as needed

• Assist with team planning as required

• Ensure execution of all industry and Orion specific compliance controls

We're looking for talent who:

• Has experience in related financial field

• Has proven ability executing to defined metrics and service measurements

• Possess demonstrated experience with customer service and problem solving

• Has experience with workflow, mail meters, printers and outbound mail programs

• Has a minimum of High School Diploma or equivalent

• Obtain Orion Industry Certification.

• Possess prior experience in an administrative role

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

#LI-AP1

#LI-Onsite

Salary Range:

$16.72 - $23.26

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.

About Us

At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success.

For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success.

If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.

Click here to learn more!