Financial Transition Coordinator - Operations & Onboarding

Carson Wealth; Omaha (NE); On-site; USD 53,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Parental leave

Medical insurance

Dental insurance

Vision insurance

Health savings accounts

Flexible spending accounts

Life and AD&D insurance

Short/Long-term disability

Wellbeing programs

Job summary

Carson Wealth in Omaha, NE seeks a Transition Operations Coordinator to support incoming partner offices. You’ll coordinate tasks across departments, prepare and review client paperwork, and ensure smooth onboarding during transitions.

The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities. Travel may be required up to 50% to support partner offices and training sessions.

Qualifications

• Bachelor’s or higher in business, finance, or related field preferred.
• FINRA licenses or SIE preferred.
• Experience in financial services operations or client service is a plus.
• Knowledge of advisor office tools and systems (Salesforce, DocuSign, Orion) preferred.

Responsibilities

• Coordinate responsibilities across internal departments and manage timelines for transitioning partner offices.
• Prepare, review, and process client account documentation.
• Travel to partner offices to support operations staff and training as needed.
• Research and resolve operational issues in collaboration with custodians and internal teams.
• Create and monitor Salesforce reports to track transition progress and risks.
• Identify opportunities to improve transition processes and service quality.

Skills

Attention to detail

Time management

Organizational skills

Communication skills

Problem solving

Independent work

Education

Bachelor's degree in business administration

FINRA licenses or SIE

Tools

Salesforce

DocuSign

Orion

Microsoft Office

Job description

Carson Wealth in Omaha, NE seeks a Transition Operations Coordinator to support incoming partner offices. You’ll coordinate tasks across departments, prepare and review client paperwork, and ensure smooth onboarding during transitions.

The role requires strong attention to detail, excellent communication, and the ability to manage multiple priorities. Travel may be required up to 50% to support partner offices and training sessions.