Associate, Advisory Operations
Choreo
full-time
Posted on:
Location Type: Remote
Location: North Carolina • United States
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About the role
- 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
Requirements
- Two-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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client relationship managementtransaction processingtrade processingcost basis adjustmentsclient on-boardingdatabase maintenanceworkflow managementfinancial planningtaxaccounting
Soft Skills
interpersonal skillswritten communicationcritical thinkingattention to detailself-motivatedstrong work ethicflexibilityadaptabilityorganizational skillsteam orientation