Associate, Advisory Operations

Emploi pas sur LinkedIn

🕒 il y a 2 mois

🌲 North Carolina – Distant

🌲 North Carolina – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

⚙️ Opérations

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Choreo

Site WebLinkedInTous les Emplois

1 - 10 employés

🤝 B2B

🏢 Entreprise

⚡ Productivité

B2B • Enterprise • Productivity

Choreo est une division de Business Furniture + Co qui révolutionne les lieux de travail par un design innovant et une gestion du changement. Dirigée par la PDG Mary Beth Oakes depuis 2008, Choreo s'associe aux entreprises pour améliorer le potentiel des employés et des espaces de travail, en mettant l'accent sur des approches centrées sur les personnes et basées sur les données. Ils gèrent les transitions au travail, offrant des services allant de la conception à l'intégration technologique et au nettoyage. Leur expertise en gestion du changement et des déménagements soutient les organisations tout au long des phases de rénovation ou de relocalisation, garantissant un alignement avec les stratégies d'affaires et les objectifs culturels. Le processus de Choreo implique la recherche sur le lieu de travail, la planification stratégique et un soutien complet pour favoriser un changement réussi.

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 • Consistently follow procedures to be compliant with Firm requirements • Assist with the development and implementation of various marketing efforts and projects

🎯 Exigences

• 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

🏖️ Avantages

• 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