Intern - Financial Data Analyst

internship - full time, unpaid

Orion Advisor Services, Llc
Omaha, NE
Closed
Posted 64 Days ago
Orion Advisor Services, Llc
Omaha, NE
internship - full time, unpaid
Posted 64 Days ago
Closed

Description

Intern - Financial Data Analyst Data Reconciliation Omaha, Nebraska Position at Orion Advisor Services, LLC Description Are you a college student looking for hands on work experience in a fast growing Fintech (thats short for financial tech) company?! We have a great paid internship opportunity open that allows you to provide professional administrative and technical support for Orion Advisor Services, LLC! If you perform above average, there potentially could be an opportunity to go full time once you graduate! What will you do? Compare and evaluate data within electronic system against electronic files Retrieve and import transactions for all downloaded accounts Ensure accuracy and timeliness of data Run maintenance programs as needed or requested Assist in setting up data connections for our advisors Assist with projects assigned by Manager Assist with data gathering and spreadsheet preparation for projects as assigned Assume other general administrative duties as assigned (faxing, scanning, copying, etc.) Keep forms, policies, systems and other information current Maintain files in compliance with applicable legal requirements What skills are we needing? Knowledge of financial terminology preferred Ability to quickly learn new and utilize multiple internal/external trading systems and platforms Ability to multi-task while maintaining strict attention to detail in a time sensitive environment Ability to work effectively both individually and within a team environment Ability to work with a sense of urgency to meet deadlines and address competing priorities Education and experience we are looking for: Minimum of a High School Diploma or GED required At least a current student in Junior or Senior standing working towards a Bachelors degree in Accounting, Finance, Economics, Business or related field Prior administrative or customer service experience preferred Financial Industry knowledge preferred We will even train you on information found in the Series 65 and give you study materials to pass the Orion Series 65 Certification within 90 days of employment! #LI-AH1 What will you do? Compare and evaluate data within electronic system against electronic files Retrieve and import transactions for all downloaded accounts Ensure accuracy and timeliness of data Run maintenance programs as needed or requested Assist in setting up data connections for our advisors Assist with projects assigned by Manager Assist with data gathering and spreadsheet preparation for projects as assigned Assume other general administrative duties as assigned (faxing, scanning, copying, etc.) Keep forms, policies, systems and other information current Maintain files in compliance with applicable legal requirements What skills are we needing? Knowledge of financial terminology preferred Ability to quickly learn new and utilize multiple internal/external trading systems and platforms Ability to multi-task while maintaining strict attention to detail in a time sensitive environment Ability to work effectively both individually and within a team environment Ability to work with a sense of urgency to meet deadlines and address competing priorities Education and experience we are looking for: Minimum of a High School Diploma or GED required At least a current student in Junior or Senior standing working towards a Bachelors degree in Accounting, Finance, Economics, Business or related field Prior administrative or customer service experience preferred Financial Industry knowledge preferred We will even train you on information found in the Series 65 and give you study materials to pass the Orion Series 65 Certification within 90 days of employment! #LI-AH1

Skills

finance, accounting, economics, accounts payable, electronic trading systems, customer service, compliance, business, office administration, attention to detail, professional services, data reconciliation, series 10, fintech, series 65

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