Established organization is seeking an Operations Specialist that has experience working in a finance firm in the greater Pasadena, CA area. This role is on a direct hire basis and pay ranges from $65-85k annually DOE.

Responsibilities:

• Ensure the accuracy and consistency of data across Orion and Salesforce platforms.
• Review daily transactions in Orion, promptly identifying and correcting any discrepancies.
• Manage real estate and private equity assets using the Orion Alternative Investments platform.
• Assist team members with system navigation and data retrieval to support operational efficiency.
• Perform manual transaction postings and reconcile holdings as needed.
• Provide backup support for maintaining equity and fixed income securities data, including trade postings.
• Serve as a secondary point of contact for front desk and reception responsibilities.

Qualifications:

• Demonstrated experience in financial services, accounting, or a related field.
• Proficiency in Microsoft Office Suite; experience with Orion and Salesforce is strongly preferred.
• Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Strong attention to detail and a commitment to accuracy.
• Proven ability to work independently while also thriving in a collaborative team setting.
• Excellent written and verbal communication skills.
• Bachelor's degree preferred.
• Must be legally authorized to work in the United States without sponsorship or employment restrictions.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.