Portfolio Data Assistant

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. 

Duties/Tasks:

• 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

Experience/Education: 

• 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

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