Executive Assistant

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.

Choreo is seeking a highly organized proactive and polished Executive Assistant based in Charlotte to provide administrative support to members of the Executive Leadership Team (ELT) specifically our CEO. Ideal for someone who thrives in a fast-paced high-touch environment anticipates needs before they arise and can balance day-to-day executive support with project coordination responsibilities this role is designed to evolve over time. As the Executive Assistant builds context trust and familiarity with the business responsibilities will increasingly center on more dedicated focus and support for the CEO.

The Executive Assistant will play a critical role in helping executives operate efficiently stay organized and remain focused on strategic priorities. The right candidate will bring strong judgment exceptional attention to detail discretion in handling confidential information and the ability to interact professionally with senior leaders advisors clients and external partners.

Primary Responsibilities:

Executive Support

• Provide high-level administrative support to designated members of the Executive Leadership Team.
• Manage complex calendars including scheduling internal and external meetings prioritizing requests and resolving conflicts.
• Coordinate travel arrangements including flights hotels transportation and detailed itineraries.
• Prepare and process expense reports in a timely and accurate manner.
• Support meeting preparation by gathering materials creating agendas preparing presentations and organizing follow-up items.
• Monitor and help manage executive inboxes as needed including drafting responses flagging priorities and tracking action items.
• Serve as a trusted liaison between executives and internal or external stakeholders.
• Handle sensitive and confidential information with professionalism and discretion.
• Exercise strong judgment in managing executive priorities proactively anticipating needs and resolving issues before escalating.
• Act as a gatekeeper of time for the CEO helping to evaluate prioritize and sequence requests in alignment with business priorities.
• Partner closely with the CEO to ensure meetings materials and followups are aligned to strategic objectives.

Project and Strategic Support

• Support preparation and coordination for senior leadership governance or Boardlevel meetings as needed including materials logistics and followups.
• Liaise professionally with internal and external stakeholders on behalf of the CEO and other senior leaders.
• Assist with coordination of cross-functional meetings timelines deliverables and follow-up tasks.
• Track project milestones and help ensure action items are completed on schedule.
• Prepare reports summaries presentations and meeting notes for leadership discussions.
• Help organize materials and logistics related to strategic planning leadership meetings and special projects.
• Support execution of department or enterprise initiatives by partnering with stakeholders across the business.

Administrative and Operational Coordination

• Help coordinate on-site meetings leadership sessions and other in-person events
• Maintain organized files records and documentation for executive and project-related work.
• Assist with vendor coordination document preparation and other administrative processes as needed.
• Identify opportunities to improve administrative workflows and create efficiencies for leaders and teams

Basic Qualifications:

• 10 years of experience in an executive assistant senior administrative or similar support role preferably supporting senior executives.
• Experience supporting multiple leaders in a fast-paced professional services or corporate environment preferred.
• Strong calendar management and travel coordination experience.
• Demonstrated ability to manage competing priorities and adapt quickly to changing needs.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• High degree of professionalism judgment and discretion.
• Proficiency in Microsoft Office Suite including Outlook PowerPoint Word and Excel.
• Ability to work independently while collaborating effectively across teams and functions.

Preferred Skills:

• Prior experience supporting C-suite or executive leadership team members.
• Experience with project coordination or supporting strategic initiatives.
• Demonstrated ability to operate with authority discretion and independent judgment in support of senior executives.
• Experience in financial services wealth management or another highly relationship-driven professional services environment.
• Familiarity with meeting and expense management tools and collaboration platforms such as Microsoft Teams.

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.