Associate, Advisory Operations

Job not on LinkedIn

🕒 March 26

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

B2B • Enterprise • Productivity

Choreo is a division of Business Furniture + Co that revolutionizes workplaces through innovative design and change management. Led by CEO Mary Beth Oakes since 2008, Choreo partners with companies to enhance employee and workspace potential, focusing on data-driven, people-centric approaches. They manage workplace transitions, offering services from design to technology integration and cleaning. Their expertise in change and move management supports organizations through all phases of renovation or relocation, ensuring alignment with business strategies and cultural objectives. Choreo's process involves workplace research, strategic planning, and comprehensive support to foster successful change.

📋 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

🎯 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