Portfolio Data Assistant

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 firms 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 Experience/Education: Associates 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 PI1a66c2669b54-35196-40375345