What are the responsibilities and job description for the Data Assistant position at LARSON FINANCIAL HOLDINGS, LLC?
Description
Join our dynamic team at Larson Financial as a Data Assistant, where you will play a crucial role in supporting our data management efforts. You will assist in organizing, analyzing, and maintaining data to ensure accuracy and efficiency, helping us drive informed decision-making across the organization. Your attention to detail and analytical skills will be key in enhancing our data-driven processes.
Requirements
Job Responsibilities
- Responsible for setting up and managing new client accounts, ensuring accurate information entry and compliance with company policies.
- Assist in data entry and update databases with new information as it becomes available.
- Support the preparation and generation of regular and ad-hoc reports.
- Collaborate with team members to streamline data collection processes.
Conduct basic data analysis and prepare summaries of findings. - Assist in the development and maintenance of data management systems and procedures.
- Provide data support for departmental projects and initiatives.
- Maintain confidentiality and adhere to data protection policies and regulations.
Respond to data-related queries and provide support to users as needed.
Job Requirements
- An Associate’s Degree, or an equivalent combination of education and relevant work experience, is required.
- Proven experience in data entry and management.
- Proficiency with systems and software such as Microsoft Office 365 and Orion.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Ability to handle confidential information with integrity.
- Strong organizational and multitasking skills.
- Effective communication skills, both written and verbal.
- Ability to work independently and as part of a team.
- Experience with data cleansing and validation processes.
- Basic understanding of data entry processes.
Larson offers a generous employee benefits & perks package:
- Competitive salary and profit-sharing bonus potential
- 401(k) with 4% employer match
- Full medical coverage (HDHP HSA plans paid 100% for employees)
- Dental, vision, life, disability, and supplemental insurance
- 112 hours of PTO (after 90 days) plus 12 paid holidays
- Training and professional development support
- A collaborative, mission-driven culture with opportunities to make a real impact