Carson Group · 1 day ago
Operations Support Specialist
Baton Rouge, LA 70810, USA
Full-time
Onsite
Mid Level
$45K/yr - $70K/yr
3+ years expCarson Group is a company dedicated to providing trusted financial advice and support to financial advisors and investors. The Operations Support Specialist is responsible for advanced account opening and maintenance support, ensuring accurate and compliant processing while collaborating with leadership on training initiatives and procedural development.
AdviceEducationFinancial ServicesMarketing
Responsibilities
Serve as primary processor for new accounts and maintenance across all advisors
Manage custodian point‑of‑contact responsibilities
Develop and maintain written procedures for all activities and assist with training
Support entry-level staff and partner closely with management on case requirements and follow‑up
Adhere to supervisory guidelines and policies and participate in team trainings and information sharing
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
Advanced proficiency with Microsoft Word, Excel, and Outlook required
Excellent interpersonal and communication skills required
Positive, team‑oriented attitude required
Strong service mindset required
Excellent organization and time management skills required
Ability to handle multiple tasks with precision required
Advanced analytical and research skills required
Strong troubleshooting and problem‑solving skills required
High attention to detail required
Ability to support less tenured team members required
Preferred
Advanced knowledge of Financial Advisor office tools such as Orion and Salesforce preferred
Experience in a professional office environment preferred
Bachelor's degree in business administration, accounting, finance, or related field or commensurate career experience preferred
Minimum of three years of experience in the financial industry preferred
Benefits
401(k) plus matching
Health benefits
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
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
GlobeNewswire
2026-01-06
Investment News
2026-01-06
2026-01-05
Company data provided by crunchbase