Hiring: Operations Support Associate Company: Carson Group Location: Covington, KY Job Posted Time: 2026-09-12 14:17:13 Target Skills & Keywords : Microsoft Excel, Notion, Salesforce About the job Required Skills: •Assist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. Execute daily requests while continuing to monitor ongoing project lists. Manage multiple tasks with professionalism and care to exceed expectations. •Account Processing & Maintenance: Serve as primary processor for new accounts and account maintenance. Coordinate with custodians and ensure accurate, timely completion. •Advisor Support & Coordination: Partner with relationship managers on case requirements and follow‑up. Compile materials for annual client reviews. Attend team trainings and information‑sharing meetings. •Compliance & Standards: Adhere to company and industry supervisory guidelines and policies. Support other duties as assigned. •Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives. •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. Qualifications: •Bachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred. Compensation: •In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!