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: [email protected]