Description
Larson Financial Group LLC is seeking a detail-oriented Portfolio Data Assistant to support our investments team. As the Portfolio Data Assistant, you will assist the Portfolio Billing Specialist and Portfolio Data Specialist in entering, updating, and verifying account details in Orion.
At Larson Financial Group LLC, we believe success is built by people who are goal-oriented, lead with a servant heart, and demonstrate a warrior spirit in how they approach their work and support those around them.
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
- Calculate refunds needed
- Provide support for special projects, as needed
Requirements
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
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
Benefits and Compensation –
Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits.
Skills Required
- Associate's degree or equivalent work experience
- Experience using Microsoft Office, including Outlook, Excel, Word, and Teams
- Experience with Salesforce or an equivalent CRM
- Experience with Orion
- Ability to maintain confidentiality
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- Outstanding customer service skills
- Strong attention to detail and problem-solving ability
- Excellent written and verbal communication skills
- Ability to work independently and exercise discretion
What We Do
Larson Financial Holdings is a St. Louis-based financial services parent company and one-stop resource for wealth management, advisory, real estate, insurance, and specialized finance. Dedicated to its mission of 'Empowering All to Flourish,' the firm supports a network of over 200 advisors across 30 states, providing holistic financial planning and strategic advice to help high-net-worth individuals navigate complex financial landscapes and achieve long-term success.
