Description
Larson Financial Group LLC is hiring a Portfolio Data Assistant to support its investments team by entering, updating, and verifying account details in Orion. The role includes setting up billing settings, creating and terminating accounts, processing custodian downloads, calculating refunds, and supporting special projects. Candidates need an associate’s degree or equivalent work experience, Microsoft Office experience, and strong customer service, communication, confidentiality, and problem-solving skills; Salesforce or Orion experience is preferred. The position offers a competitive base salary, performance bonus, long-term incentives, and health, dental, vision, 401(k), and other benefits.
