<p>Who We Are</p> <p>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.</p> <p>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.</p> <p>Who We Want</p> <p>CWM Franklin Lakes is seeking a highly capable, adaptable, and professional Executive Administrative to provide direct support to the Managing Partner and Chief Tax Strategist. This is a highly visible and fast-paced role requiring excellence in calendar management, executive travel coordination, project execution, and cross-functional communication.</p> <p>The ideal candidate will have experience supporting senior leadership in a wealth management, tax, or financial services environment and will possess a high degree of discretion, initiative, and confidence. This role combines classic executive assistant responsibilities with operational coordination, technology fluency, and light project and team support.</p> <p>What To Expect</p> <p>Executive Support</p> <ul> <li>Provide proactive, high-level administrative support to the Managing Partner and Chief Tax Strategist. </li><li>Manage complex calendars, including internal meetings, client appointments, and travel logistics. </li><li>Coordinate and book multi-leg travel itineraries with precision (air, hotel, ground transportation). </li><li>Prepare and process expense reports; monitor budget and ensure compliance with firm policies. </li><li>Serve as gatekeeper and liaison with clients, internal team members, and external stakeholders. </li><li>Anticipate needs and follow through on action items, meeting prep, and post-meeting execution. </li></ul> <p>Office Coordination & Client-Facing Support</p> <ul> <li>Act as a partner to the broader office team in Franklin Lakes to ensure day-to-day smooth operations. </li><li>Support onboarding and communication processes for clients, including prep of meeting materials and scheduling. </li><li>Coordinate and assist with the execution of events, retreats, and service-related initiatives. </li></ul> <p>Technology and Systems</p> <ul> <li>Become fluent in Salesforce CRM to manage client records, tasks, and notes. </li><li>Utilize Microsoft Office Suite (particularly Excel, Outlook, Word, and PowerPoint) for administrative work, reporting, and scheduling. </li><li>Ensure all digital workflows (expense systems, task management, communication tools) are used consistently and efficiently. </li></ul> <p>What You Need</p> <ul> <li>10+ years of experience in an Executive Assistant, Office Manager, or Senior Administrative role </li><li>Strong Microsoft Office skills (especially Excel and Outlook); confident in learning new platforms </li><li>Proven ability to work under pressure and adapt quickly in a fast-paced environment </li><li>Experience managing travel, calendar logistics, and professional communications </li><li>High emotional intelligence, professional polish, and proactive work style </li><li>Discretion with confidential information and strong internal judgment </li></ul> <p>Preferred Education and Experience</p> <ul> <li>Familiarity with financial services, wealth management, or tax planning environments </li><li>Experience working in Salesforce or CRM systems </li><li>Bachelor's degree </li></ul> <p>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.</p> <p>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.</p> <p>The total rewards expected for this role include:</p> <ul> <li>Starting annual base salary between $65,000 - $86,575. </li><li>Variable compensation potential (Bonus and/or commissions) </li><li>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. </li></ul>