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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