Current Openings

Company: Orion Advisor Services, LLC

Posted: 1/20/2010

Job Description and Details:

Purpose:

The Database Administrator is responsible for the effective design, architecture, and operation of all databases for Orion Advisor Services, LLC ("OAS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar").  This position will leverage Microsoft SQL Server and related reporting and tuning tools.  This position is responsible for identifying innovative approaches to achieving top performance in a rapid application development environment while maintaining overall database reliability and integrity.

 

Essential Functions:

·         Support databases as a DBA including creating databases and administrating security

·         Perform trouble shooting, capacity planning and performing maintenance

·         Provide support to application developers in designing and implementing physical database structures

·         Monitor server and database performance and health

·         Use DBCC procedures to monitor the health of databases, tables and indexes

·         Provide technical support for middleware and administration tools

·         Participate in the transfer of knowledge and the education of staff relating to any technical areas of expertise

·         Participate in the selection of appropriate database software and hardware products

·         Maintain database integrity of all production and in house databases

·         Create, rotate, and integrate related database backups based on the business needs by having through knowledge of the database software recovery mechanisms

·         Maintain user connectivity while providing security to protect company's data

·         Assist with identifying performance bottlenecks (OS, Network, and Database), tuning of Both SQL statements and tuning of the RDBMS software, and have the knowledge to recommend optimal Performance recommendations

·         Resolve and troubleshoot database issues, oversee and perform upgrades, conversions and deployments

·         Respond to occasional requests from Production to resolve any database related customer issues

·         Write, debug and unit test stored procedures and triggers

·         Establish and Maintain sound backup and recovery policies

·         Implement and maintain database security replication, SQL Clustering, Stand by server, DTS, Log shipping, SQL Mail

·         Monitor databases to optimize database performance, resource use, and physical implementations of databases; address a variety of database integration issues including migration between disparate databases, integration, maintenance/conversion, capacity planning issues, and new applications

·         Assist in delivery of production built software on a scheduled basis. This includes all developed code that is to be built for customer use.

·         Review, develop, and design data models using standard diagramming techniques, in conjunction with application development teams; create logical data models and translate into physical database structures that integrate with existing or proposed database structures

 

Knowledge/Skills:

·       Proficient with Microsoft Office software including Word, Excel, and Outlook

·       Good oral and written communication skills

·       Effective problem solving skills

·       Careful attention to detail

·       Ability to work effectively both individually and within a team environment

·       Ability to reach goals and deadlines

·       Strong database modeling and design skills

·       Strong familiarity with database clustering and log shipping

·       Proven architecture skills in designing database environments for various business needs (e.g., high-availability, failover, replication, and disaster-recovery)

·       Ability to independently install, setup, and configure SQL Server 2005 for optimal service and availability

·       Ability to script solutions as well as a strong knowledge of the GUI administration tools to manage change control and monitoring of the systems

·       Ability to design and implement solutions to ensure database availability and recoverability

·       Knowledge of data dictionary and database scripting, SQL development, unit testing, and systems administration on Microsoft.

·       Ability to tune and load-balance clustered SQL Servers

·       Ability to configure and tune MS-SQL Server on Windows for maximum uptime and performance

 

Education*:

·         Bachelor’s degree in Computer science or related field of study, or equivalent experience

 

Experience*:

·         At least three years of experience with installing, configuring, tuning and troubleshooting MS SQL Server in a high volume, high availability production environment

·         At least two years running MS SQL Server in an MS Cluster environment

·         Previous experience with life-cycle administration support including database design, database development, testing, deployment, and maintenance required

·         Experience with Database Optimization and Performance Tuning required.

 

*Equivalent education and experience will be considered.

Company: Orion Advisor Services, LLC

Posted: 1/11/2010

Job Description and Details:

Purpose:

The Account Manager is responsible for maintaining high standards of customer service to all clients of Orion Advisor Services, LLC ("OAS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar"). This position will work closely with other service team members including Accounting Analysts and Accounts Receivable team to ensure the client is receiving everything they have requested and to ensure the accuracy of the information being sent.

 

Essential Functions:

·         Respond to all client questions and issues received by phone, email, fax, or letter in a complete and quick manner

·         Process client requests regarding the creation, update or cancellation of client, registration, account or billing information

·         Evaluate client requests and possible solutions. Use discretion to make a decision based on the facts and circumstances.

·         Train advisors on new technology available by completing one-on-one sessions

·         Interpret and implement policies and procedures while working with OAS clients

·         Maintain and continuously review "Client Reference Guides" to ensure each client's needs are met

·         Oversee and update clients with processes made on quarterly/monthly performance statements

·         Manage and coordinate the entire quarter-end process

·         Supply clients with complete quarterly statement information, obtain final client approval, send statements to their clients

·         Troubleshoot reports and other system applications as needed

·         Test new technology and bug fixes as needed  

·         Run maintenance programs as needed or requested

 

Knowledge/Skills:

·       Proficient with Microsoft Office software including Word, Excel, and Outlook

·       Good oral and written communication skills

·       Effective problem solving skills

·       Careful attention to detail

·       Ability to work effectively both individually and within a team environment

·       Ability to reach goals and deadlines

·       Good organization skills

 

Education*:

·         High school diploma required

·         Bachelor's degree in Business Administration or related field, preferred

 

Experience*:

·         One to two years of industry, account manager, or service experience, or

·         One to two years of experience with OAS or affiliated companies

 

*Equivalent education and experience will be considered.

Company: Orion Advisor Services, LLC

Posted: 1/7/2010

Job Description and Details:

Purpose:

The Marketing Fulfillment Coordinator assists the project managers with a variety of sales and marketing initiatives for Orion Advisor Services, LLC ("OAS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar"). The projects include general advertising, marketing literature, graphic design, public relations, and the web design. 

 

Essential Functions:

·         Assists with production of marketing and advertising projects that promote NorthStar and its subsidiaries to clients and prospects

·         Compose and edit content for marketing collateral, business letters, articles, newsletters, websites, and other materials

·         Assist with design and layout of marketing materials

·         Exhibit project management and follow up skills in order to ensure projects are completed accurately, timely and within budget constriants

·         Show proactive problem solving techniques during crisis situations

·         Initiate creative ideas including marketing and public relations campaigns that can be executed either internally or externally

 

Knowledge/Skills:

·       Proficient with Microsoft Office software including Word, Excel, and Outlook

·       Exceptional oral and written communication skills

·       Effective problem solving skills

·       Careful attention to detail

·       Ability to work effectively both individually and within a team environment

·       Ability to reach goals and deadlines

·       Creativity, curiousity, and excitement with a willingness to learn

·       Ability to handle multiple projects and meet deadlines

·       Ability to gather and organize information from multiple sources

·       Ability to convey ideas and concepts verbally and in writing

·       Additional background in graphic design, printing, and website development preferred

·       Proficiency with Adobe InDesign, Illustrator, Photoshop in a PC and/or Mac environment preferred

·       Understanding of printing and production processes

 

Education*:

·         High School Diploma Required    

·         Bachelor's degree in Marketing or related field preferred

 

Experience*:

·         At least two years of experience in marketing and communications

·         Experience within the financial services industry preferred

 

*Equivalent education and experience will be considered.

 

Company: Orion Advisor Services, LLC

Posted: 12/28/2009

Job Description and Details:

Purpose:

The Accounting Analyst is responsible for maintaining the data integrity in the various client databases for Orion Advisor Services Group, LLC ("OAS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar").  This information is displayed on the OAS website and sent to clients in report form. The Accounting Analyst retrieves electronic transaction and position files from various data providers. This position is responsible for resolving issues ensure the client database reflects accurate and up to date information. 

 

Essential Functions:

·         Retrieve and import prices for mutual funds, stocks, bonds, and variable annuities on a daily basis

·         Run audit reports within the client databases to inspect data and fix exception reports as needed

·         Utilize various alternatives and troubleshooting methods to fix issues found during audit reports within the client database  

·         Retrieve and import transactions for all downloaded accounts

·         Maintain a list of daily and weekly downloaded accounts for each database

·         Maintain the correct share balances, verify balances are correct by runing balance checks (on a daily and monthly basis), and make corrections to the accounts, as needed

·         Work closely with representatives and fund families in order to ensure new data feeds are in working order

·         Ensure initial position files are accurate and correct for future maintenance   

·         Run maintenance programs as needed or requested

 

Knowledge/Skills:

·       Proficient with Microsoft Office software including Word, Excel, and Outlook

·       Good oral and written communication skills

·       Effective problem solving skills

·       Careful attention to detail

·       Ability to work effectively both individually and within a team environment

·       Ability to reach goals and deadlines

·       Ability to use a 10-key efficiently

 

Education*:

·         High school diploma required

·         Bachelor's degree in Business Administration or related field preferred

 

Experience*:

·         One to two years of financial services industry experience, or

·         One to two years of experience with OAS or affiliated companies

 

*Equivalent education and experience will be considered.

Company: NorthStar Financial Services Group, LLC

Posted: 12/16/2009

Job Description and Details:

Purpose:

The Network Helpdesk Technician is responsible for providing excellent customer service and technology support to the end-users of NorthStar Financial Services Group, LLC ("NorthStar") and its subsidiaries. This position will also be responsible for the implementation of end-user technologies and keeping systems up-to-date.

 

Essential Functions:

·         Oversee and provide technical assistance to all NorthStar employees regarding PCs, LCD projectors, printers, copiers and Filenet Document Imaging Software

·         Purchase necessary hardware, software and other department equipment by creating department purchase orders in Expense Watch

·         Responsible for all PC configuration, installation, and imaging

·         Troubleshoot issues that arise regarding PCs and non-proprietary software  

·         Plan and carry out employee moves, adds, changes for all employee PCs and technical equipment

·         Maintain on-going workstation inventory

·         Maintain employee requests by assigning, updating, and setting target completion dates for work tickets in KBox Help Desk system

·         Maintain LCD Projector checkout

·         Set up technology for employee trainings and quarterly meetings

·         Complete established department documentation, checklists and forms to create consistency and maintain accuracy

·         Maintain department hardware insurance list

·         Coordinate disaster recovery testing and procedures for the Help Desk

·         Assist the Help Desk Administrator in the budget preparation  

 

Knowledge/Skills:

·         Good oral and written communication skills

·         Effective problem solving skills

·         Careful attention to detail

·         Ability to work effectively both individually and within a team environment

·         Ability to reach goals and deadlines

·         Organization skills

·         Beginner to intermediate skills in Windows 2000/XP/Vista, Microsoft Office 2003/2007, Adobe, and work ticket tracking software

·         Beginner skills in Filenet Content Services preferred

·         Technical aptitude and the ability to learn new software

 

Education*:

·         Bachelor's degree in MIS, Computer Science, or Network Technology

·         Microsoft Certified Desktop Support Technician (MCDST) certification a plus

 

Experience*:

·         At least three months experience in a technical internship or school computer lab

·         At least three months experience with software and hardware installation

·         At least three months experience troubleshooting software and hardware

·         At least six months customer service experience, technical call center preferred

 

*Equivalent education and experience will be considered.

 

Company: CLS Investments, LLC

Posted: 12/11/2009

Job Description and Details:

Purpose:

The Director of Inside Sales provides training opportunities and guidance in order to direct the Inside Sales Teams for CLS Investments, LLC, Orion Advsior Services, LLC, Gemini Fund Services, LLC, and Northern Lights Distributor, LLC, all wholly owned subsidiaries of NorthStar Financial Services Group, LLC ("NorthStar") to ensure representatives, registered investment advisors, pooled investment solution prospects and wholesalers are receiving excellent sales support. This position performs duties including the development, training and performance management of the inside sales team members, team leaders, and their processes. This position performs daily tasks which hold the Inside Sales members accountable for their work.

 

Essential Functions:

·         Provide on-going  training to inside sales team and NorthStar Wholesalers on products and strategies, information systems, applications, and other operations  

·         Monitor Inside Sales incoming and outgoing calls, tasks, and relationships with representatives, registered investment advisors, pooled investment solution prospects and wholesalers  

·         Establish and maintain healthy relationships and open lines of communication with operation leaders

·         Compile weekly statistic reports for distribution to  the National Sales Manager and respective Company President

·         Compile Wholesaler reports

·         Work with Corporate Communications Coordinator to help ensure the NorthStar affiliated companies are represented properly at all conferences

·         Coordinate with Programmers and Chief Information Systems Director on website design and content

·         Accountable for all decisions regarding employment, performance management, training, and salary recommendations

 

Knowledge/Skills:

·         Proficient with Microsoft Office software including Word, Excel, and Outlook

·         Good oral and written communication skills

·         Effective problem solving skills

·         Careful attention to detail

·         Ability to work effectively both individually and within a team environment

·         Ability to reach goals and deadlines

·         Ability to manage and motivate a team of employees

·         Project management skills

·         Ability to work with escalated problems and customers

·         Excellent telephone skills

·         Demonstrated knowledge and experience with direct and indirect sales

 

Education*:

·         Bachelor's degree in Business Administration or related field 

·         Series 6 or 7 and Series 63 licenses

 

Experience*:

·         At least six to eight years customer service and telephone experience

·         At least five years experience in a management role

·         Previous project management experience

 

*Equivalent education and experience will be considered.