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Financial Operations Specialist

2 months ago

Omaha, Nebraska, United States Carson Group Holdings, LLC Full time
Become a Key Player as a Financial Operations Specialist

Company Overview

At Carson Group Holdings, LLC, we are dedicated to placing our clients at the forefront of everything we do, ensuring we deliver unparalleled value. We support financial advisors and investors through various channels, embodying our commitment to being a trusted source of financial guidance.

Position Overview

  • Support partner offices throughout the integration phase
  • Deliver operational assistance and training
  • Develop streamlined onboarding procedures
  • Managed by Carson Wealth

Key Responsibilities

  • Collaborate with multiple departments
  • Prepare documentation and processes during integrations
  • Travel to partner locations as required
  • Assist in the establishment and management of client accounts
  • Generate reports using Salesforce
  • Conduct calls with custodians to resolve issues
  • Provide outstanding client service
  • Perform additional tasks as assigned

Qualifications

  • Understanding of financial advisor tools and custodians
  • Proficient in Microsoft Office Suite
  • Willingness to travel up to 35%
  • Enthusiasm for the financial services sector
  • Exceptional attention to detail and organizational capabilities
  • Strong written and verbal communication skills

Preferred Qualifications

  • Bachelor's degree in business, finance, or a related discipline
  • Possession of FINRA licenses or completion of the SIE Exam
  • Experience in an office environment

If you are eager to contribute to a vibrant team, we provide competitive benefits and a nurturing work atmosphere that emphasizes well-being. Join us in making a significant impact in the financial sector.

We are an equal opportunity employer committed to fostering diversity in the workplace.