Portfolio Data Assistant
LARSON FINANCIAL HOLDINGS, LLC CareersSaint Louis, MO, United States30+ days ago
Job type
- Full-time
Job descriptionIntense 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 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 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
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 :
Experience / Education :
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 :
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Assistant Portfolio • Saint Louis, MO, United States
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