Portfolio Data Assistant

LARSON FINANCIAL HOLDINGS, LLC CareersSt. Louis, Missouri, US

30+ days ago

Job type

Full-time

Job description

Description :

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

PI0afb200da947-37344-38240963

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Assistant Portfolio • St. Louis, Missouri, US

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