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 follow‑ups are aligned to strategic objectives.
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.
Skills Required
- 5+ years of experience in an executive assistant or senior administrative role
- Experience supporting multiple leaders in a fast-paced corporate environment
- Strong calendar management and travel coordination experience
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite
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.
