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Job description
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.
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Worksite address
st. louis, MO, 63101, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.