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 accountsSet up held away and consolidated billing Enter missing data from custodian downloadsCreate new accounts in OrionInitiate termination of investment services processCalculate refunds neededProvide 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 informationAbility to coordinate multiple tasks and priorities in a fast-paced environmentSupport other team members with their objectives and duties if neededAbility to work with a team of people to accomplish a common goalFlexible work schedule when experiencing high volumesMust have outstanding customer service skillsMust be detailed oriented and problem solvingExcellent written and verbal communication skillsAbility to work independently and exercise discretion without immediate supervisionExperience/Education:Associate's Degree or equivalent work experience, requiredExperience using Microsoft Office (Outlook, Excel, Word, Teams)Experience with SalesForce (or equivalent CRM) and Orion preferredBenefits 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.PI49c48993bde2-4148
Not specified in the original listing.
Not specified in the original listing.
Larson Financial Group is dedicated to helping clients build secure financial futures. They offer comprehensive wealth management services with a personalized approach, focusing on delivering exceptional client service and building long-term relation... Read More