Search the 6 jobs at Choreo

The Office Coordinator will assist the wealth management team with administrative and accounting support, coordinate client meetings, manage client account needs, prepare meeting materials, maintain CRM databases, and oversee office supplies and technology. Additionally, they will support client correspondence and event coordination while ensuring compliance and a positive client experience.

As an Associate in Operations, you will support client relationship management by processing trades, managing client onboarding, and assisting with various practice-related projects. This role requires collaboration with wealth advisors and maintaining database workflows to ensure compliance and efficiency.

The Office Coordinator will support wealth management advisors with administrative tasks, client account management, and compliance. Responsibilities include scheduling meetings, maintaining the CRM, assisting with billing, preparing meeting materials, and coordinating client events.

Assist clients and wealth advisors in managing client relationships, engage in client meetings, develop financial plans using eMoney software, prepare investment analysis, manage documentation workflows, and ensure compliance monitoring.

The Associate General Counsel at Choreo oversees legal operations with a focus on mergers and acquisitions, drafting contracts, conducting legal research, managing litigation, and ensuring compliance with industry regulations. They will work closely with the General Counsel and external advisors and support organizational efforts across Choreo locations.

The Revenue and Billing Associate will handle customer accounts, ensuring proper billing and payment management while maintaining customer satisfaction. Responsibilities include electronic billing, invoice creation, refund processing, and communication with clients and internal teams on billing queries.