Who We Are

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

The Director of First Impressions (DOFI) will be primarily responsible for representation at the front reception area at Carson Headquarters in Omaha, NE, with secondary administrative assistance as directed by the Director of Executive Administration. The DOFI is a key role charged with setting the tone for the Carson, as they will be the first and last person guests and stakeholders (employees) see when in the building. This individual is instrumental in ensuring visitors have a positive experience while being proactive and capable of performing multiple tasks simultaneously, involving a variety of projects efficiently and accurately. Some qualities of an ideal candidate might include someone who is energetic and able to portray a positive and encouraging outlook no matter what the events of the day bring. This individual would possess excellent communication and social skills and is someone who finds joy in connecting with others and building relationships. S/he should embody a deep care factor and take pride in their work. Adept with standard office technology (phones, computer, common applications), polished phone etiquette, service oriented, and good time management skills. This role will work closely with a growing team of Executive Assistants who support the executives of the firm. S/he must be a willing and motivated member of the team, working together to support the outcomes and mission of the business. This is an entry-level to associate-level role that allows for opportunities for development. Assigned tasks will reach across all departments, allowing access to a wide range of leaders and variety in his/her scope of work.

What To Expect

• Provide main coverage for the front desk and lobby. Staffing of the front desk is required at all times during regular business hours, 8am-5pm Monday through Friday. Work with team to establish coverage for lunch, breaks, time off, etc. We are team focused with several individuals cross-trained for coverage in order to provide reasonable flexibility; however, it is extremely important this individual is committed to providing consistent and reliable attendance during the standard work hours.
• Greet stakeholders, clients, and direct guests with exceptional customer service and providing a comfortable, welcoming environment.
• Serve as an ambassador for Carson HQ and Carson culture. Strive to become an expert of all the ins and outs of the building and be familiar with all departments and processes to serve stakeholders and visitors confidently and effectively.
• Secondary in triage of incoming phone calls. The main line is primarily answered by the Director of First Impressions for Carson Wealth. Route inquiries to the appropriate department or stakeholder or take messages as needed.
• Serve as primary reception for mail and package deliveries. Sorting and distribution of mail is not a primary responsibility; however, this role will provide back-up coverage and will be trained on the process. Notify appropriate stakeholders when mail and packages are received.
• Uphold confidentiality and professionalism in all communications
• Maintain a professional and clean reception area. Manage deliveries timely to reduce visual clutter and utilize designated areas for lunch deliveries, guest luggage, and other items that flow through reception.
• Assist with general building security, ensuring no one enters without a badge or a designated escort. Distribute and track temporary access badges. Follow protocols to keep badges secure.
• Assist with administrative tasks as assigned by the Director of Executive Administration, providing additional support to the Executive Team during high volume times. May assist with expense reporting submission or approvals.
• Primary scheduling coordination for Home Office Visits (HOV). Work closely with the Business Development Team and National Sales Director to facilitate exceptional HOV experiences.
• Provide back-up coverage for the Carson Wealth Director of First Impressions with activities such as correspondence, mail, delivering gifts, shipping, postage and other items.
• Serve as a Floor Captain. A Floor Captain is a volunteer position that acts as a coordinator and director in the event of any situation or emergency requiring stakeholder responses. Events may include, but are not limited to, fire, electrical outage, severe weather, medical emergency, and security threats. First Aid and CPR/AED training is provided by Carson.

What You Need

• A genuine interest in serving and caring for other people.
• Excellent attitude. Exhibit and maintain “Client First” attribute at all times.
• Must have polished and professional presentation.
• Professional and adaptive written and verbal communication skills.
• Can handle sensitive and confidential information with professionalism and integrity.
• Experience handling multiple projects at once while maintaining a professional and positive demeanor.
• Planning, organizational, high attention to detail, time management, and critical thinking skills required.
• Ability to remain flexible in the face of changing priorities. Must be highly adaptable!
• Utilize proficiency in all Microsoft Office programs in a cross-functional manner.
• Must be able to work both independently and in team environment.

Preferred Education and Experience

• High School Diploma or GED (minimum), Associate’s or Bachelor’s Degree preferred
• 2+ years’ experience in professional office setting highly preferred
• 2+ years' experience directly supporting manager or VP level professionals preferred

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 $50,000 - $66,200.
• 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.