Sr. Executive Assistant

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.

Who We Are 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 Provide high-level administrative support to senior leadership. Manage calendars, coordinate meetings, and prepare materials to ensure smooth day-to-day operations. Anticipate needs, resolve issues proactively, and maintain a high degree of professionalism and confidentiality. Support organizational priorities through effective communication, organization, and attention to detail.

• Executive Support: Manage calendars, schedule appointments, and coordinate complex meetings across multiple time zones. Prepare and distribute agendas, presentations, and follow-up materials. Handle incoming communications, prioritize requests, and ensure timely responses. Maintain discretion when managing confidential or sensitive information.
• Meeting & Event Coordination: Plan, organize, and execute meetings, conferences, and events, including travel arrangements, accommodations, and catering when needed. Ensure all logistics are handled efficiently and materials are accurate and delivered on time. Track action items and follow up to ensure completion.
• Communication & Documentation: Draft, proofread, and edit correspondence, reports, and other documents with accuracy and professionalism. Maintain organized filing systems and ensure records are current and accessible. Coordinate internal and external communications to support leadership priorities.
• Project Management & Process Support: Assist in managing projects, tracking progress, and meeting deadlines using tools such as Asana and Salesforce. Partner with leadership to identify opportunities to streamline administrative workflows and improve efficiency. Manage special projects and handle shifting priorities with minimal direction.
• Operational Support: Submit expense reports, manage budgets, and monitor invoices as needed. Support onboarding of new team members by preparing materials and scheduling introductions. Serve as a point of contact for internal and external partners, fostering positive and professional relationships.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

• Minimum of 10 years of experience in an Executive Assistant, Office Manager, or Senior Administrative role.
• Proficiency in Microsoft Office (especially Excel and Outlook) required.
• Strong organizational and time management skills with the ability to manage multiple priorities required.
• Excellent written and verbal communication skills required.
• High attention to detail and accuracy required.
• Proven ability to handle confidential information with discretion required.
• Professionalism, initiative, and adaptability in a fast-paced environment required.

• Bachelor’s degree in Business Administration, Communications, or related field preferred.
• Experience with Salesforce, Asana, or other CRM systems 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 $79,000 - $94,500.
• 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.