Hybrid Portfolio Data Assistant presso Larson Financial Holdings, LLC

Description

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. 

Requirements

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

Experience/Education:

• 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