Portfolio Data Assistant
About The Position
At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. We value discipline, accountability, attention to detail, and we lead with a servant leadership philosophy. As a key member of our team, your strong organizational skills and commitment to accuracy will play a vital role in maintaining the firm’s financial stability and continued growth. The Portfolio Data Assistant will be a member of the Investments team. This role will support the Portfolio Billing Specialist and Portfolio Data Specialist in entering, updating, and verifying account details in Orion.
Requirements
- Intense drive to ensure high quality and minimal customer escapes.
- Ability to maintain confidentiality of information
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- Support other team members with their objectives and duties if needed
- Ability to work with a team of people to accomplish a common goal
- Flexible work schedule when experiencing high volumes
- Must have outstanding customer service skills
- Must be detailed oriented and problem solving
- Excellent written and verbal communication skills
- Ability to work independently and exercise discretion without immediate supervision
- Bachelor’s Degree, or Associate’s Degree or equivalent work experience, required
- Experience using and strong competence in Microsoft Office (Outlook, Excel, Word, Teams)
Nice To Haves
- Experience with Salesforce (or equivalent CRM) and Orion preferred
Responsibilities
- Enter billing settings for new accounts
- Set up held away and consolidated billing
- Enter missing data from custodian downloads
- Create new accounts in Orion
- Initiate termination of investment services process
- Provide support for special projects, as needed
Benefits
- Profit Sharing Bonus Program
- 401(k) with Employer Match (up to 4%)
- Comprehensive Medical, Dental, and Vision Insurance
- Company-paid Long-term Disability, Life Insurance, and EAP
- Voluntary Short-term Disability and Supplemental Insurance
- Generous PTO (112 hours after 90 days) + 12 Paid Holidays
- Training, Development, and Educational Opportunities
- Company Events, Recognition Awards, and Team Activities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
