In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.

Primary Responsibilities:

• Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Processing user access update requests in the firm’s CRM.
• Processing user access requests and troubleshooting inquiries for the Firm’s document repository system.
• Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

Qualifications:

• Bachelor’s Degree in Finance, Accounting or other related concentration
• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
• An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
• Above average proficiency in Microsoft Office Products
• Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus
• High attention to detail and accuracy while meeting deadlines
• Strong analytical skills
• Strong Communication skills

Choreo is seeking a highly organized, proactive, and polished Executive Assistant based in Charlotte to provide administrative support to members of the Executive Leadership Team (ELT), specifically our CEO. Ideal for someone who thrives in a fast-paced, high-touch environment, anticipates needs before they arise, and can balance day-to-day executive support with project coordination responsibilities, this role is designed to evolve over time. As the Executive Assistant builds context, trust, and familiarity with the business, responsibilities will increasingly center on more dedicated focus and support for the CEO.

The Executive Assistant will play a critical role in helping executives operate efficiently, stay organized, and remain focused on strategic priorities. The right candidate will bring strong judgment, exceptional attention to detail, discretion in handling confidential information, and the ability to interact professionally with senior leaders, advisors, clients, and external partners.

Primary Responsibilities:

Executive Support

• Provide high-level administrative support to designated members of the Executive Leadership Team.
• Manage complex calendars, including scheduling internal and external meetings, prioritizing requests, and resolving conflicts.
• Coordinate travel arrangements, including flights, hotels, transportation, and detailed itineraries.
• Prepare and process expense reports in a timely and accurate manner.
• Support meeting preparation by gathering materials, creating agendas, preparing presentations, and organizing follow-up items.
• Monitor and help manage executive inboxes as needed, including drafting responses, flagging priorities, and tracking action items.
• Serve as a trusted liaison between executives and internal or external stakeholders.
• Handle sensitive and confidential information with professionalism and discretion.
• Exercise strong judgment in managing executive priorities, proactively anticipating needs and resolving issues before escalating.
• Act as a gatekeeper of time for the CEO, helping to evaluate, prioritize, and sequence requests in alignment with business priorities.
• Partner closely with the CEO to ensure meetings, materials, and follow‑ups are aligned to strategic objectives.

Administrative and Operational Coordination

• Help coordinate on-site meetings, leadership sessions, and other in-person events
• Maintain organized files, records, and documentation for executive and project-related work.
• Assist with vendor coordination, document preparation, and other administrative processes as needed.
• Identify opportunities to improve administrative workflows and create efficiencies for leaders and teams

Basic Qualifications:

• 10+ years of experience in an executive assistant, senior administrative, or similar support role, preferably supporting senior executives.
• Experience supporting multiple leaders in a fast-paced, professional services or corporate environment preferred.
• Strong calendar management and travel coordination experience.
• Demonstrated ability to manage competing priorities and adapt quickly to changing needs.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• High degree of professionalism, judgment, and discretion.
• Proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Word, and Excel.
• Ability to work independently while collaborating effectively across teams and functions.

Preferred Skills:

• Prior experience supporting C-suite or executive leadership team members.
• Experience with project coordination or supporting strategic initiatives.
• Demonstrated ability to operate with authority, discretion, and independent judgment in support of senior executives.
• Experience in financial services, wealth management, or another highly relationship-driven professional services environment.
• Familiarity with meeting and expense management tools and collaboration platforms such as Microsoft Teams.

Our Charlotte, NC office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.  In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.  

Primary Responsibilities:

• Serve on the client service team to assist in managing client relationships. 
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

• Undergraduate Degree, preferably in a business-related field
• Minimum of 5 years in the Wealth Management/Financial Services industry
• Active series 65 license required and CFP license preferred
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes