Front Desk Advocate and Receptionist

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.

Deliver an exceptional first impression through professional, friendly, and timely communication across phone, email, text, and in-person interactions. Manage front desk operations, including scheduling, mail, payments, and office readiness, to maintain an organized and welcoming environment. Support client onboarding and administrative processes while leveraging core systems to enhance efficiency and overall satisfaction.
Client Experience & Front Office Management : Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text. Manage phone greetings, call routing, and scheduling support to create seamless, high-quality interactions from arrival to departure.

• Administrative Operations & Mail Management : Oversee daily office operations, including sorting and distributing mail and packages, maintaining supplies, and ensuring overall office readiness. Maintain organized records and safeguard confidential information in accordance with company policies.
• Technology, Systems & Process Improvement : Maintain and train others on key systems, including CRM, scheduling tools, phone systems, e-fax, and SMS platforms. communication, service delivery, and front-office processes through technology and innovation.
• High school diploma or equivalent required.
• Associate degree in business, communications, hospitality, or related field preferred.
• Minimum of two years of experience in a professional office or client-facing environment preferred.
• Proficiency with common office software and ability to learn new systems quickly required.
• Experience with CRM, scheduling, or communication platforms preferred.
• Genuine interest in serving and caring for others required.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. 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.
Starting hourly salary between $25.00-28.00.
Variable compensation potential (Bonus)
Competitive benefits including 401(k) with company contribution, PTO, Parental 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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