Business Systems Tech

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.  

• 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