Qualified Plan Trading Specialist
OrionOmaha, Nebraska, United States • Cincinnati, Ohio, United States
Posted May 15, 2026
41340 - 59140 USD
Full Time
About the Company
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve.
Job Description
As a Qualified Plan Trading Specialist, you will be responsible for ACH and check deposits, research, contributions, distributions, and qualified account financial transactions. You will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Requirements
- High school diploma required, Bachelor's degree in Business or Finance preferred
- Knowledge of investments
- Effective communication and relationship management skills
- Ability to work collaboratively with stakeholders
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability coverage
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits
- Student loan repayment