Associate – Advisory Operations

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $68k - $75k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

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

• Participate in 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 onboarding and maintenance paperwork • Maintain database and workflows in the client relationship management system • Assist with multiple client and practice-related projects simultaneously • Follow procedures to remain compliant with Firm requirements • Assist with development and implementation of marketing efforts and projects • Work with the Operations team, wealth advisors, and advisory team associates across multiple offices to serve high-net-worth families and business owners

🎯 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) • Based in and with the ability to work in PST time hours

🏖️ 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