Larson Financial Group

Assistant Level Processor

Job Description:

Perform all responsibilities listed below with guidance from Case Manager

• Prepare all securities related applications and agenda items for meetings
• Service client requests related to securities (Address Changes, etc )
• Create user login and passwords for clients to view their accounts on-line
• Maintain organization of client accounts (Account numbers, ACH amount, transaction blotters, etc).
• Process daily deposits
• Submit all applications for compliance review
• Keep all securities applications current and updated
• Correspondence with back office 
• Support other team members with their objectives and duties if needed
• Maintain expert job knowledge
• Maintain a healthy relationship with vendor/outside companies

Entry level position. Must complete training in 90 days.

Apply by emailing an attached cover letter and résumé to: gretchin.mcdaniel@larsonfinancial.com