Cerit y Partners is hiring for an Operations role focused on portfolio reporting and data integrity in a remote-capable team. You’ll support the Orion system for client performance reporting, execute new account setup, reconciliations, and monthly updates, and develop custom templates for reporting needs.
You will also onboard advisors to Orion, ensure data accuracy, assist with complex data conversions, and maintain strong internal controls to satisfy regulatory requirements while collaborating
#J-18808-LjbffrOrion Reporting Analyst - Remote, Flexible PTO & 401(k) Match in chicago at Unknown Company
This position is listed as full time and able to be worked remotely.