Teams at Larson Financial Holdings, LLC

Supports the investments team by entering, updating, and verifying portfolio account data in Orion. Responsibilities include setting up billing settings, held-away and consolidated billing, creating accounts, entering custodian data, initiating service terminations, calculating refunds, and assisting with special projects. The role requires strong attention to detail, confidentiality, customer service, communication, organization, problem-solving, and the ability to manage priorities independently in a fast-paced environment.

Supports accounting operations across multiple entities, including accounts payable, accounts receivable, payment processing, cash receipts, credit-card transactions, commissions, invoicing, and intercompany activity. Reviews and reconciles transactions in NetSuite, resolves discrepancies, maintains documentation, supports month-end close and audits, and improves accounting workflows, controls, and data accuracy.

Supports financial advisory operations through office administration, client onboarding, scheduling, meeting coordination, reporting, client communications, facilities requests, supply management, technology liaison duties, and event planning. Maintains professional relationships with clients and employees while helping advisors deliver efficient, high-quality service.