Larson Studio LLC
Portfolio Administrator
Job Summary
Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. The portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams.
Duties & Tasks
Execute trading mutual funds & ETFs for client portfolios
Respond in a timely manner to service requests on the Investment Analysis team queue
Participate in portfolio construction, rebalancing, and management
Provide timely monitoring on client portfolios to ensure they remain on target
Assist the Director of Investments in department projects
Ad hoc portfolio comparisons & in-depth analysis
Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar
Become knowledgeable in different investment products including, but not limited to 529s and Annuities
Portfolio rebalancing, tax loss harvesting, cash investment/generation
Skills & Behaviors
Ability to work with a team to accomplish a common goal
Strong analytical skills with high attention to detail
Willingness to learn and stay up to date with financial markets
Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines
Ability to maintain confidentiality of information
Support other team members with their objectives and duties if needed
Must have outstanding customer service skills
Requirements Required Qualifications
Understanding of basic investments
Bachelor’s degree required, preferably in Finance, Business, Economics, or related field
Ability to obtain Series 7 within 6 months of hire
Proficient in Microsoft Excel, Word, Outlook, PowerPoint
Excellent written and verbal communication skills
Ability to work independently and exercise discretion without immediate supervision
Preferred Qualifications
Experience with custodians such as TD Ameritrade, Fidelity, or Schwab
2+ years of relevant Finance/Investment experience
Series 7 and 66 license preferred.
Any experience working with Orion/Eclipse trading software
Larson offers a generous employee benefits & perks package
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Paid time Off (128 hours after 90 days)
Holiday Pay (10 Holidays)
Training & Education
ER Events, Awards, Activities
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Duties & Tasks
Execute trading mutual funds & ETFs for client portfolios
Respond in a timely manner to service requests on the Investment Analysis team queue
Participate in portfolio construction, rebalancing, and management
Provide timely monitoring on client portfolios to ensure they remain on target
Assist the Director of Investments in department projects
Ad hoc portfolio comparisons & in-depth analysis
Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar
Become knowledgeable in different investment products including, but not limited to 529s and Annuities
Portfolio rebalancing, tax loss harvesting, cash investment/generation
Skills & Behaviors
Ability to work with a team to accomplish a common goal
Strong analytical skills with high attention to detail
Willingness to learn and stay up to date with financial markets
Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines
Ability to maintain confidentiality of information
Support other team members with their objectives and duties if needed
Must have outstanding customer service skills
Requirements Required Qualifications
Understanding of basic investments
Bachelor’s degree required, preferably in Finance, Business, Economics, or related field
Ability to obtain Series 7 within 6 months of hire
Proficient in Microsoft Excel, Word, Outlook, PowerPoint
Excellent written and verbal communication skills
Ability to work independently and exercise discretion without immediate supervision
Preferred Qualifications
Experience with custodians such as TD Ameritrade, Fidelity, or Schwab
2+ years of relevant Finance/Investment experience
Series 7 and 66 license preferred.
Any experience working with Orion/Eclipse trading software
Larson offers a generous employee benefits & perks package
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Paid time Off (128 hours after 90 days)
Holiday Pay (10 Holidays)
Training & Education
ER Events, Awards, Activities
#J-18808-Ljbffr