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Products & Prices Specialist

Company: NorthStar Financial Services Group LLC
Location: New York
Posted on: June 12, 2021

Job Description:

The Product & Prices Specialist is responsible for the creation and accuracy of the products and prices contained in the databases of Orion Advisor Technology. This position takes requests from various sources and adds or updates the products.

The role will also be responsible for importing and verifying the accuracy and completeness of daily prices in the Price Table while maintaining high standards of customer service to clients.

Work schedule is 8am or 9am start time Monday through Friday through 5pm CST.

What does this role entail?

  • Creates new products in Orion databases, refines existing procedures and executes product additions
  • Utilizes System Management Software (Salesforce) to work with IT to ensure product and price data collection is as technologically accurate and efficient as possible
  • Works with operations teams to ensure proper use of products, develops procedures and works with training personnel to ensure team members accurately create assets for clients
  • Imports daily prices from all available and reliable sources
  • Imports corporate actions and dividend data into databases
  • Analyzes client requests and deduces and explores possible solutions or forwards request on to appropriate department
  • Counsels advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered and processes advisor requests
  • Audits product lists to identify duplicate or unused products and to ensure accuracy of data within product
  • Runs audits and verifies daily prices, dividend, and corporate action to ensure completeness and accuracy of price tables
  • Performs data reconciliation responsibilities for assigned Orion Databases

Skills and knowledge needed:

  • Knowledge of financial terminology
  • Ability to process high volume of transactions in an accurate and timely manner
  • Ability to work a flexible schedule, including early morning hours and Saturdays

Education and Experience needed:

  • Bachelor's degree in Business Administration or related field preferred
  • Minimum of 6 months to 1 year of financial services industry or experience with Orion or affiliated companies
  • Orion Industry Certification must be obtained within 90 days of employment

Lastly, we offer Day ONE Benefits, Paid Parental Leave, Sabbatical time, Tuition Reimbursement, Flexibility to WFH, and Access to Financial Planning Technology and Identity Theft Protection!

#LI-AP1

Keywords: NorthStar Financial Services Group LLC, New York , Products & Prices Specialist, Other , New York, New York

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