Associate, Advisory Operations - Los Angeles, United States - Choreo

Choreo

Verified Company

Los Angeles, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities.

For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting.

Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future.

As a key member of our operations team, you will work with the team, wealth advisors, and other team members across multiple offices to serve a client base consisting of High-Net-Worth families and business owners.

Responsibilities:

Part of the operations team responsible for client relationship management of a multilocation 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 our client relationship management system
Assist with multiple client and practicerelated 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

Basic Qualifications:

Fouryear degree preferred, but not required, in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience
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
Selfmotivated, 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, fastpaced 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, primarily PST.

Expected annual salary ranges from $50,000 to $75,000 plus incentive compensation.

Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security.

Here is what we offer:

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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion._