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:
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Larson Financial Holdings, LLC is a financial services company that provides a range of investment strategies and financial planning services. They focus on staying current with industry trends and best practices to serve their clients effectively.