MogiLarson Financial Holdings, LLC
Portfolio Data Assistant
Full-time
About the job
Description Larson Financial Group LLC is seeking a detail-oriented Portfolio Data Assistant to support our investments team. As the Portfolio Data Assistant, you will assist the Portfolio Billing Specialist and Portfolio Data Specialist in entering, updating, and verifying account details in Orion. At Larson Financial Group LLC, we believe success is built by people who are goal-oriented, lead with a servant heart, and demonstrate a warrior spirit in how they approach their work and support those around them. 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 •...