Relationship and Operations Associate
Carson Group
- Salary
- $55k - $75k
- Experience
- 1+ yrs
- Location
- Lebanon, New Hampshire, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Word
- Microsoft Access
- Microsoft Excel
- Microsoft Outlook
- Orion
- Goldmine
- Redtail
- Salesforce
About the role
Bachelor's degree in business, accounting, finance or related field preferred; 1+ year financial services experience preferred; Microsoft Office proficiency required; strong research, problem-solving, attention to detail, and project management skills required.
About Carson Group
Private registered investment advisor serving financial advisors and investors with wealth management, coaching, technology, and practice support.
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