Operations Support Specialist

Carson Wealth; Baton Rouge (LA); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

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

Holistic Wellbeing Programs

Job summary

Carson Wealth in Baton Rouge, LA seeks an experienced operations assistant to support client account opening and ongoing maintenance, coordinate with custodians, and improve processes. You will serve as a primary contact for advisors and relationships managers, ensuring accuracy and timely service.

Ideal candidates have a business-related degree or equivalent experience, proficiency in Microsoft Office, and strong organizational skills.

Qualifications

• Bachelor’s degree or equivalent professional experience preferred.
• Minimum of three years in financial services preferred.
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with Orion and Salesforce preferred.
• Strong interpersonal and communication skills, service mindset.
• Ability to guide less experienced team members.

Responsibilities

• Account Opening & Maintenance: Process new account apps and maintenance requests; review documentation for accuracy.
• Service & Coordination: Primary contact for custodians; coordinate with advisors and client service partners to address needs.
• Procedures & Process Improvement: Develop and maintain written procedures; improve workflows and service delivery.
• Team Support & Development: Assist less experienced team members with questions; participate in training.
• Compliance & Quality: Follow policies and protect confidential information; maintain records.
• Other Duties: Perform tasks as needed by leadership to support objectives.

Skills

Customer service

Microsoft Office

Analytical skills

Time management

Team collaboration

Education

Bachelor’s degree in business/related field

Equivalent professional experience

Tools

Orion

Salesforce

Job description

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.

Who We Want

Support accurate and timely client account opening and maintenance while providing responsive service to advisors and relationship managers. Coordinate with custodians and service partners to resolve account needs, maintain procedures, and improve operational processes. Provide guidance to less experienced team members and manage competing priorities with accuracy and professionalism.

Essential Functions

• Account Opening & Maintenance: Process new account applications and account maintenance requests. Review documentation for accuracy and completeness, determine required actions, and follow through to completion.
• Service & Coordination: Serve as a primary contact for custodians and coordinate with advisors, relationship managers, and client service partners to address account needs. Research and resolve issues, communicate progress, and assist with annual client review materials.
• Procedures & Process Improvement: Develop and maintain written procedures. Support projects and identify opportunities to improve workflows, accuracy, and service delivery.
• Team Support & Development: Assist less experienced team members with processing questions and troubleshooting. Participate in training and share knowledge to promote consistent practices.
• Compliance & Quality: Follow company policies, supervisory guidelines, and industry requirements. Maintain accurate records and protect confidential client information.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in business administration, accounting, finance, or a related field, or equivalent professional experience preferred.
• Minimum of three years of experience in the financial services industry preferred.
• Experience working in a professional office environment preferred.
• Advanced proficiency in Microsoft Office, including Word, Excel, and Outlook required.
• Proficiency with financial services technology, including Orion and Salesforce preferred.
• Strong interpersonal and communication skills, a service-oriented approach, and the ability to collaborate effectively required.
• Strong organizational and time management skills, attention to detail, and the ability to manage multiple priorities accurately required.
• Strong analytical, research, and problem-solving skills required.
• Ability to guide and support less experienced team members required.

EEO Statement

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.

The total rewards expected for this role include:

• Starting annual base salary between $45,000 - $58,000.
• 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.

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Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.