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
- Associate’s Degree or equivalent work experience, required
- Experience using Microsoft Office (Outlook, Excel, Word, Teams)
- Experience with SalesForce (or equivalent CRM) and Orion preferred
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
1-10 employees
