Top 76 Finance operations occupations Jobs in Covington, Ky

Operations Support Associate
Carson Group —Covington, KY
- $52,500 - $60,000 a year
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- AD&D insurance
Quick Apply
2d
Associate Analyst, Defined Benefit - Early Career
Fidelity Investments —Covington, KY
- $48,000 - $91,000 a year
- Full-time
- Research
- Office
- SQL
- Loan repayment program
- Health insurance
5d
Custody Operations Analyst (multiple levels)
U.S. Bank National Association —Cincinnati, OH
- $64,855 - $76,300 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Entry-Level Retirement Operations Associate, (CRS)
Strongpoint Partners —Cincinnati, OH
- Hybrid work
- Computer literacy
- Basic math
- No experience needed
- Disability insurance
- Health insurance
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Custody Operations Specialist (multiple levels)
U.S. Bank National Association —Cincinnati, OH
- $21.25 - $28.32 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
12d
AVP, Fund Compliance - Mutual Funds
Ultimus Fund Solutions —Cincinnati, OH
- $75,000 - $100,000 a year
- Full-time
- Writing skills
- Office
- 3 years
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Senior Oversight Specialist
Ultimus Fund Solutions —Cincinnati, OH
- $55,000 - $85,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Finance
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Fund Accountant I
Ultimus Fund Solutions —Cincinnati, OH
- $50,000 - $55,000 a year
- Full-time
- Office
- Finance
- Analysis skills
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Senior Operations Processor
U.S. Bank National Association —Cincinnati, OH
- $22.50 - $30.00 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Deposit Operations Specialist
HERITAGE BANK INC —Burlington, KY
- Full-time
- Management
- Word processing
- Mid-level
- Paid holidays
- Dental insurance
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Bond Redemption - Operations Processor
U.S. Bank National Association —Cincinnati, OH
- $20.00 - $26.39 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
8d
Manager/ Senior Manager, Defined Benefit Operations
Fidelity Investments —Covington, KY
- Full-time
- Bachelor of Science
- Office
- Analysis skills
10d
Plan Sponsor Operations Reconciliation Representative III
Fidelity Investments —Covington, KY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- 401(k)
4d
Relationship and Operations Associate
Carson Group —Blue Ash, OH
- $60,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Disability insurance
Quick Apply
Operations Analyst
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Office
- Finance
- Analysis skills
Compliance Representative
U.S. Bank National Association —Cincinnati, OH
- $75,820 - $89,200 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Retail Support Specialist
First National Bank of Williamson —Fort Wright, KY
- Weekends as needed
- Customer service
- Computer literacy
- Research
- Paid holidays
- Disability insurance
Quick Apply
Sales Operations Coordinator I
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Background check
- Research
- Mid-level
- 401(k)
Paying Transfer Agent Operations Specialist 4
U.S. Bank National Association —Cincinnati, OH
- $20.00 - $26.39 an hour
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Director, Defined Benefit Operations
Fidelity Investments —Covington, KY
- Full-time
- Office
- 8 years
- Analysis skills
10d

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Operations Support Associate

Carson Group -
Covington, KY

Quick Apply

Job Details

$52,500 - $60,000 a year
2 days ago

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Word embeddings
Research

Full Job Description

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

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.

What To Expect

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.

What You Need

Bachelor’s degree in business administration, accounting, finance, or related field preferred or commensurate career experience preferred.
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.
Excellent interpersonal and communication skills required.
Positive, team‑oriented attitude required.
Strong service mindset and client care orientation required.
Excellent organization and time management skills required.
Ability to handle multiple tasks with precision required.
Analytical and research skills required.
Troubleshooting and problem‑solving skills required.
High attention to detail required.
Experience in a professional office environment preferred.

EEO Statement:

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 $52,500 - 60,000.
Variable compensation potential (Bonus and/or commissions)
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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

finance operations occupations jobs in covington, ky

Operations Support Associate

Associate Analyst, Defined Benefit - Early Career

Custody Operations Analyst (multiple levels)

Entry-Level Retirement Operations Associate, (CRS)

Custody Operations Specialist (multiple levels)

AVP, Fund Compliance - Mutual Funds

Senior Oversight Specialist

Fund Accountant I

Senior Operations Processor

Deposit Operations Specialist

Bond Redemption - Operations Processor

Manager/ Senior Manager, Defined Benefit Operations

Plan Sponsor Operations Reconciliation Representative III

Relationship and Operations Associate

Operations Analyst

Compliance Representative

Retail Support Specialist

Sales Operations Coordinator I

Paying Transfer Agent Operations Specialist 4

Director, Defined Benefit Operations

I want to receive the latest job alert for finance operations occupations in covington, ky

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