[Apply in 3 Minutes] Portfolio Data Assistant

Company: LARSON FINANCIAL HOLDINGS, LLC
Location: Saint Louis
Posted on: November 2, 2025

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 PI6ce43d3b4c0d-37156-38240963

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