Choreo

1 open remote positions

Choreo is a wealth management firm built on an interconnected network of financial advisors servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we are committed to serving our clients beyond expectations.

PTO Distribution 1 of 1 jobs

Unlimited PTO 1 jobs (100%)

Benefits Overview 1 of 1 jobs

401(k) (1) Bonus (1) Dental (1) Disability (1) Life Insurance (1) Medical (1) PTO (1) Parental Leave (1) Salary (1) Training (1) Tuition Reimbursement (1) Vision (1)

Open Positions

US Unlimited PTO

  • Assist with quarterly electronic billing of over 25,000 client accounts and manage follow-on remittance from custodians.
  • Oversee accounts receivable including customer setup, invoicing, and cash application, while serving as a resource for billing inquiries.
  • Perform monthly reconciliations, identify discrepancies, and drive process improvements to enhance accuracy and scalability.