Orion Administrator (High Salary)
Company: LARSON FINANCIAL HOLDINGS, LLC
Location: Saint Louis
Posted on: June 28, 2025
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Job Description:
Description: Larson Financial Holdings, LLC, is looking for a
dedicated and motivated self-starter that is an experienced Orion
system administrator. The ideal candidate has experience in the
financial services industry working in the investments billing
administration environment. The Orion Administrator will be a
member of the Investments team working strictly with Larson's
Schwab (SAN) lines of business. This role will support the
Portfolio Billing team by entering, updating, and verifying account
details in Orion. Requirements: Duties/Tasks: - Enter billing
settings for new accounts for SAN - Set up held away and
consolidated billing and verify the first billing was completed
successfully - Entering missing data from custodian downloads -
Creating new accounts - Importing alternative investment data -
Responsible for weekly sync and rollup to the SAN leadership team -
Creating Orion reports for the SAN sales teams - Provide support
for special projects, as needed Skills and Behaviors: - 5 years of
back-office experience - Responsible for increasing business
efficiencies within billing & Orion systems - Intense drive to
ensure high quality and minimal customer escapes - Ability to
maintain confidentiality of information - Ability to coordinate
multiple tasks and priorities in a fast-paced environment - Support
other team members with their objectives and duties if needed -
Ability to work with a team of people to accomplish a common goal -
Flexible work schedule when experiencing high volumes - Must have
outstanding customer service skills - Must be detailed oriented and
problem solving - Excellent written and verbal communication skills
- Ability to work independently and exercise discretion without
immediate supervision Experience/Education: - Bachelor's Degree, or
Associate's Degree or equivalent work experience, required - Must
have experience in Orion system administration - Experience using
and strong competence in Microsoft Office (Outlook, Excel, Word,
Teams) - Experience with Salesforce (or equivalent CRM) 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 - Paid time Off (128 hours after 90
days) - Holiday Pay (10 Holidays) - Training & Education - ER
Events, Awards, Activities PIf4e194beb264-37156-37938056
Keywords: LARSON FINANCIAL HOLDINGS, LLC, Belleville , Orion Administrator (High Salary), Accounting, Auditing , Saint Louis, Illinois
