Data Assistant at Larson Financial Holdings, LLC

Description

 Join our dynamic team at Larson Financial as a Data Assistant, where you will play a crucial role in supporting our data management efforts. You will assist in organizing, analyzing, and maintaining data to ensure accuracy and efficiency, helping us drive informed decision-making across the organization. Your attention to detail and analytical skills will be key in enhancing our data-driven processes.

Requirements

Job Responsibilities

• Responsible for setting up and managing new client accounts, ensuring accurate information entry and compliance with company policies.
• Assist in data entry and update databases with new information as it becomes available.
• Support the preparation and generation of regular and ad-hoc reports.
• Collaborate with team members to streamline data collection processes.
  Conduct basic data analysis and prepare summaries of findings.
• Assist in the development and maintenance of data management systems and procedures. 
• Provide data support for departmental projects and initiatives.
• Maintain confidentiality and adhere to data protection policies and regulations.
  Respond to data-related queries and provide support to users as needed.

Job Requirements

• An Associate’s Degree, or an equivalent combination of education and relevant work experience, is required.
• Proven experience in data entry and management.
• Proficiency with systems and software such as Microsoft Office 365 and Orion.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Ability to handle confidential information with integrity.
• Strong organizational and multitasking skills.
• Effective communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Experience with data cleansing and validation processes.
• Basic understanding of data entry processes.

Larson offers a generous employee benefits & perks package: 

• Competitive salary and profit-sharing bonus potential
• 401(k) with 4% employer match
• Full medical coverage (HDHP HSA plans paid 100% for employees)
• Dental, vision, life, disability, and supplemental insurance
• 112 hours of PTO (after 90 days) plus 12 paid holidays
• Training and professional development support
• A collaborative, mission-driven culture with opportunities to make a real impact