Full-Time Project Manager

Role Overview:

As a Project Manager / Executive Admin, you’ll play a pivotal role in supporting our executives and driving project initiatives to ensure streamlined operations. This role is ideal for someone passionate about making a measurable impact in the financial and investment advisory space. Your contributions will be critical to the efficiency and success of the firm’s day-to-day functions.

Your Impact:

Your efforts will directly contribute to enhancing the operational efficiency of our team, maintaining crucial administrative functions, and supporting high-stakes projects that help our clients achieve their financial goals. You will be a vital partner to the leadership team, ensuring successful project delivery and strategic alignment.

Key Responsibilities:

1. Administrative Support

• Manage corporate expenses and invoicing.
• Maintain and update the company’s CRM and database systems (HubSpot).
• Organize and manage digital files and records in OneNote.
• Prepare and edit correspondence, communications, presentations, and other documents.
• Manage and maintain executive calendars, schedule meetings, and coordinate appointments.
• Project Management
• Track project progress and provide regular updates to the team.
• Coordinate and follow up on action items from meetings.
• Lead progressively larger components of projects over time.
• Research and Analysis
• Conduct market and client research.
• Prepare reports and presentations on market trends and investment prospects.
• Build financial models for client and prospect engagements.
• Support with the writing and development of government incentive applications.
• Manage and update the government incentives database, including program requirements and timelines.

Requirements

Must-Have:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace.
• Strong written and verbal communication abilities.
• Excellent organizational and time-management skills.
• Familiarity with CRM software (HubSpot preferred).
• Proven track record of successfully managing complex projects.
• Attention to detail.

Nice-to-Have:

• Experience in financial services or investment advisory.
• Familiarity with project management tools.
• Background in management consulting.
• Understanding of business and the manufacturing sector.
• Ability to read and interpret financial statements.