Associate, Advisory Operations at Choreo

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Jun, 26

Salary

0.0

Posted On

14 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Custodian Relationships, Transaction Processing, Trade Processing, Cost Basis Adjustments, Client On-boarding, Database Maintenance, Workflow Management, Client Relationship Management System, Project Management, Compliance, Marketing Efforts, Interpersonal Communication, Written Communication, Attention To Detail, Organization

Industry

Financial Services

Description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a client base consisting of High-Net-Worth families and business owners. Responsibilities: Part of the operations team responsible for client relationship management of a multi-location practice Become familiar with custodian relationships, processes, and service teams Prepare related forms and assist the advisory team in transaction processing Process trades (buys/sells) and cost basis adjustments Prepare and process client on-boarding and maintenance paperwork Maintain database and workflows in our client relationship management system Assist with multiple client and practice-related projects at the same time Consistently follow procedures to be compliant with Firm requirements Assist with the development and implementation of various marketing efforts and projects Basic Qualifications: Two-year degree preferred, but not required, in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience Strong preference towards candidates with work experience of three or more years in a Wealth Management, Tax, or Financial Services related industry Strong interpersonal and written communication skills Ability to work efficiently, effectively, and independently in order to see projects through completion Critical thinker with very strong attention to detail Self-motivated, strong work ethic and possess a sense of urgency Flexibility, adaptability, and strong team orientation Highly organized individual, able to take direction and prioritize responsibilities Strong administrative skills, including advanced experience in Microsoft Excel Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments Ability to thrive in a collaborative, fast-paced environment to meet client needs Strong ethical and professional standards with acceptable compliance record in prior position(s) Ability to adjust hours due to supporting multiple offices in different time zones Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Responsibilities

The Associate of Advisory Operations will be a key member of the operations team, responsible for client relationship management across multiple locations and assisting with transaction processing, including trade execution and cost basis adjustments. This role also involves maintaining client database workflows and supporting various client and practice-related projects.