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Portfolio Data Assistant

Portfolio Data Assistant

LARSON FINANCIAL HOLDINGS, LLCSaint Louis, Missouri, US
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Description :

Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.

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

    • PI2086706c5bbb-30134-38240963

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    Assistant Portfolio • Saint Louis, Missouri, US

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