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, you will work with the team, wealth advisors, and other team members 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 3 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 work in-person in the Charlotte, NC office
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.
Top Skills
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
