Back Office Project Manager | Brooklyn, NY 75K–100K (Hybrid) 2424

Back Office Project Manager Brooklyn NY $75K$100K (Hybrid)

About the Role

A financial advisory office is seeking a sharp self-driven Back Office Project Manager to serve as the operational backbone behind a busy highly intelligent lead financial adviser. This role is built for someone who thrives on ownership pulling information out of busy people following up relentlessly and executing without hand-holding. The position is hybrid with significant flexibility for the right person plus real room to grow and learn.

Key Responsibilities

Client Account Management

• Manage client accounts from start to finish including opening and setting up Schwab accounts
• Collect documents paperwork and key information from clients
• Gather life insurance and property insurance information

Adviser Support

• Review and follow up on meetings held by the lead financial adviser
• Pull needed information out of a busy owner and keep projects moving forward

Follow-Up & Execution

• Deliver tremendous customer service in every client interaction
• Own follow-up with clients and see tasks through to completion
• Work independently and execute with minimal oversight

Qualifications

• Highly detail-oriented with strong follow-up skills
• Self-starter who takes initiative and works well independently
• Driven hardworking and genuinely enjoys the work
• Pleasant personable and easy to deal with
• Skilled at drawing out information from busy clients and stakeholders

Interested Send your resume to: