Associate, Advisory Operations
New
C
ChoreoWealth Management
Remote (PST or MST time zones), PST or MSTFull-TimeMiddle
Salary68,000 - 75,000 USD per year
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Job Details
- Experience
- Three or more years in a Wealth Management, Tax, or Financial Services related industry
- Required Skills
- Microsoft ExcelComplianceClient relationship managementCRM
Requirements
- Two-year degree in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience
- 3+ years of work experience in a Wealth Management, Tax, or Financial Services related industry
- Strong interpersonal and written communication skills
- Ability to work efficiently, effectively, and independently
- Critical thinker with strong attention to detail
- Self-motivated with a strong work ethic
- Flexibility, adaptability, and team orientation
- Highly organized with ability to prioritize multiple tasks
- Advanced experience in Microsoft Excel
- Strong ethical and professional standards
Responsibilities
- Manage client relationships within a multi-location practice
- Engage with custodian relationships, processes, and service teams
- Prepare forms and assist with transaction processing
- Process trades (buys/sells) and cost basis adjustments
- Prepare and process client on-boarding and maintenance paperwork
- Maintain database and workflows in the CRM system
- Assist with multiple client and practice-related projects
- Ensure compliance with Firm requirements
- Support the development and implementation of marketing efforts
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