Portfolio Data Assistant

Job description

Description 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 firm’s 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. Responsibilities: - 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...