Operations Associate

3 months ago

Omaha, United States Carson Group Holdings, LLC Full time
Job DescriptionJob Description

Who We Are

In 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.

We 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.

Who We Want

The role of a Financial Operation Associate is to assist joining partner offices in the transition process. They will assist on operational items and help with training and customizing a process to prepare paperwork and ensure every aspect of clients’ accounts are set up accurately and properly maintained. This role will help provide on-going service and support to advisors during the Transformation period that exceeds expectations. They will use Salesforce and other tools to track the overall progress of transitioning offices. They will strive to contribute to developing the most efficient onboarding process.

What To Expect

  • The position is located at Carson’s headquarters, in Omaha, NE, and required to be in person.
  • Coordinate with multiple departments across Carson and ensure follow-up and completion of all transition responsibilities for new partner offices.
  • Provide operational assistance during the Transformation period with a heavy emphasis on preparing paperwork, policies, and procedures.
  • Support multiple topics for new partner offices during Transformations.
  • Involved in the data gathering and paperwork creation for the transitioning partner office.
  • Travel to transitioning partner offices to provide support to the transitioning office.
  • Assist with preparing paperwork to open and/or maintain client accounts to the specifications requested by the Advisor.
  • Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders.
  • Conduct phone calls with custodians to research potential issues within client accounts.
  • Create and monitor Salesforce reporting pertaining to new onboarding partner offices .
  • Coordinate training on internal and external software and tools.
  • Monitor statistics of assigned transitioning office daily.
  • Understand the product offering, procedures, and forms of all custodians.
  • Assist in developing processes and procedures that enhance accuracy and stream processes.
  • Help continually meeting project expectations with management and team members.
  • Provide exceptional client service in any interaction.
  • Other duties as assigned.

What You Need

  • Familiar with Financial Advisor office tools (i.e., SalesForce, DocuSign, Orion, etc.)
  • Knowledge of advisory custodians: Charles Schwab and Fidelity
  • Strong knowledge of Microsoft Office, including Word, Excel, and Outlook
  • Computer literacy to easily learn new programs
  • Up to 35% travel will be required
  • A genuine interest in the financial services industry
  • Desire to provide the highest quality of service
  • Strong attention to details
  • Planning and organizational skills
  • Manage multiple projects with precision
  • Exceptional written and verbal communication skills

Preferred Education and Experience

  • Bachelor’s degree in business administration, accounting, finance, or similar field of study is preferred
  • Have FINRA financial licenses or complete the Securities Industry Essentials (SIE) Exam
  • Some general office environment preferred

In 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.

We 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.

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