Portfolio Data Assistant at LARSON FINANCIAL HOLDINGS, LLC

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Attention To Detail, Accuracy, Data Entry, Data Verification, Confidentiality, Task Coordination, Problem Solving, Customer Service, Written Communication, Verbal Communication, Independent Work, Discretion, Microsoft Office, Salesforce, Orion

Industry

Financial Services

Description

Description 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. 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 Skills and Behaviors: 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 Requirements Bachelor’s Degree, or Associate’s Degree or equivalent work experience, required Experience using and strong competence in Microsoft Office (Outlook, Excel, Word, Teams) Experience with Salesforce (or equivalent CRM) and Orion preferred Larson offers a generous employee benefits & perks package: We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 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

Responsibilities

The Portfolio Data Assistant will support the Portfolio Billing Specialist and Portfolio Data Specialist by entering, updating, and verifying account details within the Orion system. Key tasks include setting up billing for new accounts, entering missing data from custodian downloads, and initiating the termination process for investment services.