- Location
- Brooklyn, New York
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Management
- Seniority
- Manager
- Education
- Master
- Source
- RecruiterFlow
Description
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: [email protected]
Skills
Customer Service
