Operations Support Specialist, Finance & Banking

Overview

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.

The Operations Support Specialist provides advanced account opening and maintenance support while ensuring accurate, timely, and compliant processing across all advisor relationships. This role serves as a key resource for procedural development and continuous improvement, helping to create consistency and efficiency within operational workflows. In addition to delivering high-quality service to advisors and clients, the position partners closely with leadership to support training initiatives and knowledge sharing.

The Operations Support Specialist also plays an important role in supporting and developing entry-level staff, contributing to a collaborative, service-driven team environment focused on operational excellence.

• Account Processing & Maintenance:
  Serve as primary processor for new accounts and maintenance across all advisors. Manage custodian point‑of‑contact responsibilities.
• Procedure Development:
  Develop and maintain written procedures for all activities and assist with training.
• Team Support &
  
  Collaboration:
  
  Support entry-level staff and partner closely with management on case requirements and follow‑up.
• Compliance & Training:
  Adhere to supervisory guidelines and policies and participate in team trainings and information sharing.
• Other Duties:
  Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

• Advanced proficiency with Microsoft Word, Excel, and Outlook required.
• Excellent interpersonal and communication skills required.
• Positive, team‑oriented attitude required.
• Strong service mindset required.
• Excellent organization and time management skills required.
• Ability to handle multiple tasks with precision required.
• Advanced analytical and research skills required.
• Strong troubleshooting and problem‑solving skills required.
• High attention to detail required.
• Ability to support less tenured team members required.
• Advanced knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
• Experience in a professional office environment preferred.

• Bachelor’s degree in business administration, accounting, finance, or related field or commensurate career experience preferred.
• Minimum of three years of experience in the financial industry 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.

• Starting annual base salary between $45,000 - $70,000.
• Variable compensation potential (Bonus and/or commissions).
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical 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.