Financial Operations & Advisor Support Specialist

Carson Group; Covington (KY); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Health benefits

PTO

Parental leave

Life and disability insurance

Job summary

Carson Group is seeking a detail‑oriented professional to assist in opening and maintaining client accounts, while delivering high‑quality service to advisors and relationship managers. You will manage daily requests, coordinate with custodians, and contribute to ongoing projects in a fast‑paced, client‑focused environment.

The role requires a Bachelor’s degree (or commensurate experience), at least one year in financial services, and proficiency with Word, Excel, Outlook, Orion, and Salesforce.

Qualifications

• Bachelor’s degree in business administration, accounting, finance, or related field preferred.
• Minimum of one year of experience in the financial industry preferred.
• Proficiency with Microsoft Word, Excel, and Outlook required.
• Knowledge of Financial Advisor office tools such as Orion and Salesforce preferred.
• Excellent interpersonal and communication skills required.
• Positive, team‑oriented attitude required.
• Strong service mindset and client care orientation required.
• Excellent organization and time management skills required.
• Ability to handle multiple tasks with precision required.
• Analytical and research skills required.
• Troubleshooting and problem‑solving skills required.
• High attention to detail required.
• Experience in a professional office environment preferred.

Responsibilities

• Account processing and maintenance as the primary processor for new accounts and maintenance.
• Advisor support and coordination with relationship managers on case requirements.
• Compile materials for annual client reviews and attend trainings.
• Adhere to company and industry supervisory guidelines and policies; support other duties as assigned.

Skills

Interpersonal skills

Communication skills

Teamwork

Time management

Analytical skills

Problem-solving

Education

Bachelor’s degree in business administration, accounting, finance, or related field

Tools

Microsoft Word

Excel

Outlook

Orion

Salesforce

Job description

Carson Group is seeking a detail‑oriented professional to assist in opening and maintaining client accounts, while delivering high‑quality service to advisors and relationship managers. You will manage daily requests, coordinate with custodians, and contribute to ongoing projects in a fast‑paced, client‑focused environment.

The role requires a Bachelor’s degree (or commensurate experience), at least one year in financial services, and proficiency with Word, Excel, Outlook, Orion, and Salesforce.