{"schemaVersion":"jobsearcher.job.v1","id":"3fe06d51abbc4a9e84838d68","url":"https://jobsearcher.com/jobs/3fe06d51abbc4a9e84838d68","canonicalUrl":"https://jobsearcher.com/jobs/3fe06d51abbc4a9e84838d68","title":"Operations Support Associate","description":"Who We Are\n\nIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.\n\nWe serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.\n\nWho We Want\n\nAssist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. Execute daily requests while continuing to monitor ongoing project lists. Manage multiple tasks with professionalism and care to exceed expectations.\n\nWhat To Expect\n\nAccount Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion.\nAdvisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings.\nCompliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned.\nOther Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.\n\nWhat You Need\n\nBachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.\nMinimum of one year of experience in the financial industry preferred.\nProficiency with Microsoft Word, Excel, and Outlook required.\nKnowledge of Financial Advisor office tools such as Orion and Salesforce preferred.\nExcellent interpersonal and communication skills required.\nPositive, team‑oriented attitude required.\nStrong service mindset and client care orientation required.\nExcellent organization and time management skills required.\nAbility to handle multiple tasks with precision required.\nAnalytical and research skills required.\nTroubleshooting and problem‑solving skills required.\nHigh attention to detail required.\nExperience in a professional office environment preferred.\n\nEEO Statement:\n\nIn exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.\n\nWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.\n\nThe total rewards expected for this role include:\n\nStarting annual base salary between $52,500 - 60,000.\nVariable compensation potential (Bonus and/or commissions)\nCompetitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.\n\nEqual Opportunity Employer\nThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.","company":"Carson Group","rawCompany":"carson group","city":"Covington","state":"KY","isRemote":false,"isActive":false,"createdAt":"2026-08-15T09:49:43.962Z","occupations":[{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"43-9199.00","title":"Office and Administrative Support Workers, All Other","slug":"office-and-administrative-support-workers-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"561110","title":"Office Administrative Services","slug":"office-administrative-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Operations Support Associate","description":"Who We Are\n\nIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.\n\nWe serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.\n\nWho We Want\n\nAssist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. Execute daily requests while continuing to monitor ongoing project lists. Manage multiple tasks with professionalism and care to exceed expectations.\n\nWhat To Expect\n\nAccount Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion.\nAdvisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings.\nCompliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned.\nOther Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.\n\nWhat You Need\n\nBachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.\nMinimum of one year of experience in the financial industry preferred.\nProficiency with Microsoft Word, Excel, and Outlook required.\nKnowledge of Financial Advisor office tools such as Orion and Salesforce preferred.\nExcellent interpersonal and communication skills required.\nPositive, team‑oriented attitude required.\nStrong service mindset and client care orientation required.\nExcellent organization and time management skills required.\nAbility to handle multiple tasks with precision required.\nAnalytical and research skills required.\nTroubleshooting and problem‑solving skills required.\nHigh attention to detail required.\nExperience in a professional office environment preferred.\n\nEEO Statement:\n\nIn exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.\n\nWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.\n\nThe total rewards expected for this role include:\n\nStarting annual base salary between $52,500 - 60,000.\nVariable compensation potential (Bonus and/or commissions)\nCompetitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.\n\nEqual Opportunity Employer\nThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.","datePosted":"2026-08-15T09:49:43.962Z","dateModified":"2026-08-15T09:49:43.962Z","hiringOrganization":{"@type":"Organization","name":"Carson Group","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Covington","addressRegion":"KY","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"3fe06d51abbc4a9e84838d68"},"url":"https://jobsearcher.com/jobs/3fe06d51abbc4a9e84838d68"}}