Portfolio Administrator

Portfolio Administrator

Larson Financial Holdings d/b/a Intrua Financial, is seeking a Portfolio Administrator who will be a member of the Investments team. This role will support clients through trading and proactively monitoring portfolios. The Portfolio Administrator 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

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Job Requirements

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

Required Qualifications:

• Understanding of basic investments
• 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
• Experience working with an Order Management System (OMS) for trade execution
• Bachelor's degree required, preferably in Finance, Business, Economics, or related field

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
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities