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 accountsSet up held away and consolidated billingEnter missing data from custodian downloadsCreate new accounts in OrionInitiate termination of investment services processProvide support for special projects, as neededSkills 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 supervisionExperience/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 preferredLarson 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 PIcb14311f6b13-25660-38240963