Portfolio Administrator
4 weeks ago
Description: 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 skills Requirements: 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: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, ActivitiesPI484291b22eb2-26276-38922327
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Portfolio Administrator
3 weeks ago
Saint Louis, United States Larson Network Services, LLC Full timeDescription: 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...
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Portfolio Administrator
4 weeks ago
Saint Louis, United States Larson Network Services, LLC Full timeDescription: 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...
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Portfolio Administrator
2 weeks ago
Saint Louis, United States Larson Network Services, LLC Full timeDescription: 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...
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Portfolio Administrator
5 days ago
Saint Louis, United States Larson Network Services, LLC Full timeDescription: 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...
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Portfolio Administrator
4 weeks ago
Saint Louis, United States Larson Network Services, LLC Full timeDescription:If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.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...
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Portfolio Administrator
3 weeks ago
Saint Louis, United States Larson Network Services, LLC Full timeDescription:If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.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...
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Portfolio Administrator
2 weeks ago
Saint Louis, United States The DESCO Group, Inc. Full timeThe DESCO Group is seeking a proactive and detail-oriented Portfolio Administrator to join our Property Management & Leasing team. As a liaison between property management and leasing, the Portfolio Administrator will support to property managers and leasing brokers to facilitate timely and accurate handling of transactions from inception with leasing...
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Portfolio Administrator
3 weeks ago
Saint Louis, MO, United States Larson Network Services, LLC Careers Full timeDescription: Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. 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...
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Portfolio Administrator
1 week ago
Saint Louis, MO, United States Larson Network Services, LLC Careers Full timeDescription: Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. 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...
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Portfolio Administrator
4 weeks ago
Saint Louis, MO, United States Larson Network Services, LLC Full timeDescription: If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. 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...
