Portfolio Administrator

Description:Read all the information about this opportunity carefully, then use the application button below to send your CV and application.Portfolio AdministratorJob 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. Th 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 portfoliosRespond in a timely manner to service requests on the Investment Analysis team queueParticipate in portfolio construction, rebalancing, and managementProvide timely monitoring on client portfolios to ensure they remain on targetAssist the Director of Investments in department projectsAd hoc portfolio comparisons & in-depth analysisProvide data entry in Orion, Salesforce, Eclipse, YCharts, and MorningstarBecome knowledgeable in different investment products including, but not limited to 529s and AnnuitiesPortfolio rebalancing, tax loss harvesting, cash investment/generationSkills & Behaviors:Ability to work with a team to accomplish a common goalStrong analytical skills with high attention to detailWillingness to learn and stay up to date with financial marketsStrong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlinesAbility to maintain confidentiality of informationSupport other team members with their objectives and duties if neededMust have outstanding customer service skillsRequirements:Required Qualifications:Understanding of basic investmentsBachelor's degree required, preferably in Finance, Business, Economics, or related fieldAbility to obtain Series 7 within 6 months of hireProficient in Microsoft Excel, Word, Outlook, PowerPointExcellent written and verbal communication skillsAbility to work independently and exercise discretion without immediate supervisionPreferred Qualifications: xijylhu Experience with custodians such as TD Ameritrade, Fidelity, or Schwab2+ years of relevant Finance/Investment experienceSeries 7 and 66 license preferred.Any experience working with Orion/Eclipse trading softwareLarson offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for the employeeER PD TelehealthDental InsuranceVision InsuranceER PD Life, Disability & EAP InsurancePaid time Off (128 hours after 90 days)Holiday Pay (10 Holidays)Training & EducationER Events, Awards, ActivitiesPIb470f6e9e4

Created: 2025-12-04