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Portfolio Data Assistant

Larson Financial Holdings, LLC is hiring for Portfolio Data Assistant in St. Louis, MO. Junior level. First seen September 25, 2026; open as of November 11, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Larson Financial Holdings, LLC
Where
St. Louis, MO
Level
Junior
First seen
September 25, 2026
Listed via
Paylocity

What the posting says

Description 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: - Enter billing settings for new accounts - Set up held away and…

Read more and apply on Larson Financial Holdings, LLC's site

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