Qureos Mentor

Orion Advisor Technology

<div><div>About this Opportunity:</div><div><div>
As an Intern, you will be responsible for administrative support, data entry, and other specially assigned projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.</div><div></div><div>
For External Candidates:<br>
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.</div><div></div><div><br>
In this role, you'll get to:</div><ul><li><div>
Ensure forms, policies, systems and other information are kept current</div></li><li><div>
Maintain files in compliance with applicable legal requirements</div></li><li><div>
Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)</div></li><li><div>
Assist with data gathering and spreadsheet preparation for projects as assigned</div></li><li><div>
Assist in gathering requested information and files</div></li><li><div>
Assist with projects assigned by manager</div></li></ul><div></div><div><br>
We're looking for talent who:</div><ul><li><div>
Has ability to provide quality customer service</div></li><li><div>
Has ability to interact with other departments in the organization</div></li><li><div>
Has minimum of a high school diploma or equivalent</div></li><li><div>
Preferably be a current student in Junior or Senior standing working towards a bachelor&rsquo;s degree in an applicable field</div></li><li><div>
Preferably has prior experience in general administrative or customer service duties</div></li><li><div>
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization</div></li></ul></div><div></div><div>
#LI-AP1<br>
#LI-Onsite<br>
#LI-Hybrid</div><div></div><div>
Salary Range:</div>
$0.00 - $250.00<div>
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.</div><div></div><div>
About Us</div><div>
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&mdash;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.</div></div>

Wealth Advisory Intern

<div><div>About this Opportunity:<br>
As a Risk Auditor, you will be responsible for conducting thorough and analytical assessments of IT and operational controls and processes throughout Orion to evaluate and improve effectiveness. The Risk Auditor will seek to identify weaknesses and improper accounting or compliance to control procedures or regulations, research issues, and make recommendations to improve policies or procedures accordingly. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.</div><div></div><div>
For External Candidates:<br>
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Lehi, UT.<br>
<br>
In this role, you'll get to:<br>
<ul><li>Performs audit testing, including data analysis, interviews, and evidence reviews, in accordance with risk-based project and audit plans which are responsive to IT and operational compliance risk</li><li>Evaluate internal controls, processes, and procedures to ensure effectiveness and compliance with laws, regulations, and internal policies</li><li>Assists in preparing scopes of audits and prepares risk-based audit plans and standards to document audit findings from examining operational and technological controls.</li><li>Documents clear, concise audit findings in detailed written reports.</li><li>Identifies, communicates, and stays abreast of best practices in control design and operational effectiveness, and develop cost-effective recommendations / solutions.</li><li>Provides recommendations for operating policies and procedures based on independent judgment of corrective action needed and suggested improvements to operations and reductions in cost.</li><li>Assists in developing and documenting control processes and procedures by assisting management in creation of risk assessments and control narratives.</li><li>Assists in monitoring remediation efforts and perform follow-up audits to assess corrective actions.</li></ul><br>
We're looking for talent who:<br>
<ul><li>Has knowledge of and experience with accounting and general internal control procedures</li><li>Possess ability to rely on experience and judgment to plan and accomplish goals</li><li>Has ability to communicate effectively with all levels of internal management and provide exceptional customer service to ensure high customer satisfaction</li><li>Has minimum of a bachelor&rsquo;s degree in Accounting, MIS, or related field</li><li>Has Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), or Certified Public Accountant (CPA) certification, or the ability to obtain within 1 year of employment</li><li>Obtain Orion Industry Certification</li><li>Has minimum of 1 year of experience in auditing or accounting</li><li>Possess experience in risk and control identification and testing, and audit planning and workpaper documenting</li><li>Has experience in information technology (IT) risk and control identification, assessment, and evaluation</li><li>Has experience working within the financial services industry</li><li>Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization</li></ul><br>
#LI-AP1<br>
#LI-Onsite<br>
#LI-Hybrid</div><div></div><div>
Salary Range:</div>
$58,996.00 - $86,645.00<div>
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.</div><div></div><div>
About Us</div><div>
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&mdash;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.</div></div>

Risk Auditor

Join Orion Advisor Technology and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Orion Advisor Technology

About Company

Wealth Advisory Intern

Risk Auditor