Associate, Advisory Operations

March 27

Choreo

We Help Businesses Choreograph Change.

1 - 10

Description

• 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

Requirements

• Bachelor's degree in Finance, Business or related field • 2+ years of experience in financial services or wealth management • Strong attention to detail and organizational skills • Ability to work effectively in a team-based environment • Proficient in MS Office suite and financial planning software

Benefits

• Competitive salary • Health, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off and holidays • Professional development opportunities

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