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

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