Project Assistant Financial Services

As a Project Assistant on the team, you will be working closely with members of the team and the project manager to assist in any way necessary to ensure the success of the project. This can include scheduling meetings, setting up presentations, answering emails or phone calls and following up with vendors, and staying on top of all project deadlines.

Benefits/Perks

• Competitive Compensation
• Great Work Environment
• Career Advancement Opportunities

Job Summary
We are seeking a Project Assistant to join our team of 8. As a Project Assistant on the team, you will be working closely with members of the team and the project manager to assist in any way necessary to ensure the success of the project. This can include scheduling meetings, setting up presentations, answering emails or phone calls and following up with vendors, and staying on top of all project deadlines. The ideal candidate is highly organized, has excellent time management skills, and can multitask and switch priorities as needed. 

Responsibilities 

• Work closely with other project assistants and team members, forming strong working relationships
• Respond to emails, answer questions, and follow up with project issues
• Prepare for meetings with other staff and outside vendors
• Assist the project manager with organization and scheduling, as needed

Qualifications

• Strong organizational and time management skills
• Software excellence, especially with Microsoft Office suite and CRMs
• Excellent communication skills, verbal and written 
• The ability to work well within a team environment
• Work experience in financial services
• Preference for Series 65 registration (finra.org)
• Top grades 
• Excellent researcher

Salary depends on experience 
Start on a trial basis 
Background check required