Job Description

At Larson Financial Holdings, we are building a forward-thinking technology platform to support a fast-growing, diversified financial services organization. With real estate development, investment management, and advisory services under one roof, we operate within a complex environment that demands scalable systems, strong controls, and a high-tech approach across all business functions.

Larson Financial Group is seeking a tech-savvy, solutions-oriented Entry-Level Business Systems Tech to help optimize and support operational workflows across the organization. This role is ideal for an early-career professional with a strong interest in technology, process improvement, and systems management who is eager to learn and grow in a dynamic, fast-paced environment.

Job Responsibilities:

• Analyze and optimize operational processes to improve efficiency and effectiveness.
• Implement and manage workflow automation tools and technologies.
• Collaborate with various departments to streamline operations and ensure smooth workflow.
• Monitor key performance indicators (KPIs) and generate reports for management.
• Troubleshoot and resolve operational issues as they arise.
• Develop and document standard operating procedures (SOPs).
• Conduct training sessions for staff on new processes and technologies.
• Assist in project management and coordination for operational initiatives.
• Provide back-up and participate in cross-training for various roles within the Operations team.

Requirements

• Proven tech experience in operational management, workflow optimization, or related role.
• Proficiency in workflow automation tools and technologies.
• Familiarity with Salesforce and DocuSign proficiency in MS Office, particularly Excel.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and projects simultaneously.
• Detail-oriented with a focus on quality and accuracy.
• Excellent communication, negotiation, and presentation skills
• Ability to manage multiple projects and deadlines
• Strong analytical and problem-solving skills
• Detail-oriented with a high level of accuracy and accountability
• Comfortable in a fast-paced, dynamic environment
• Commitment to maintaining the highest level of confidentiality with client information

Preferred Qualifications:

• Bachelor’s degree in business administration, Operations Management, Information Technology, or related field.
• Experience with project management tools (e.g., SMARTSHEET) is a plus.
• Agile certification and/or experience in similar process improvement methodologies.
• Experience with AI and process implementation
• Experience in the tech industry or financial services.

Larson Financial Group, LLC offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are FREE for employee only)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Life & STD available
• Supplemental Insurance available
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities