Executive Assistant

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. 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 Chief Wealth Officer and in time 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 CEO support, with continued targeted administrative support for select ELT members. The Executive Assistant will play a critical role in helping executives operate efficiently, stay organized, and...