Operations Associate

OAT Orion Advisor Technology, LLC

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Greater Omaha Area Lehi Until 9/14/2026 0+ years exp First posted July 16, 2026 Last posted July 16, 2026
Job description

About this Opportunity:

As an Operations Associate for our OCIO entity, you will be responsible for executing operational tasks, assisting in data entry and transaction processing, and providing support for the Orion Platform. Collaboration and effective communication are key, as you work with team members to achieve our operational goals. We seek someone with strong attention to detail and organizational skills to grow with us. 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:

  • Execute daily operational tasks

  • Assist in data entry and processing transactions

  • Resolve routine issues

  • Collaborate with team members to achieve goals

  • Provide basic support for the Orion Platform

We’re looking for talent who:

  • Is able to multi-tasking and has an attention to detail

  • Has effective individual and team collaboration

  • Is proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

  • Possess strong written, listening, and verbal communication skills

  • Possess problem-solving and organizational abilities

  • Has a minimum of a high school diploma or equivalent

  • Has less than one year experience

  • 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:

Client-Centric, Effective Communication, Innovation, Operations Processes, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$18.15 - $25.56

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 this role

Summary

Execute operational tasks, support transaction processing, and assist with the Orion Platform.

Job title

Operations Associate

Experience level

less than 1 year

Minimum experience

0+ years exp

Industry

financial services

Location requirements

Candidates must be within commuting distance to Omaha or Lehi; hybrid work allowed.

Salary

$0k–$0k

Management role

No

Skills & keywords

Required skills

Microsoft Office

Preferred skills

communicationorganizational skillsmulti-tasking

Specializations

transaction processingdata entryclient support
Locations

Structured locations inferred from the posting.

Unknown location

Hybrid

Lehi, UT, USA

Hybrid City