Associate, Advisory Operations
Associate, Advisory Operations
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Job 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:
- Four-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.
Required Experience:
IC
Employment Type
Advisor
